Patrick M. Sweeney & Associates’s Valero Energy VLO Stock Holding History

Patrick M. Sweeney & Associates’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.2M	Hold	4,608	–	–	0.69%	36
2026 Q1	$1.14M	Sell	4,608 -55	-1%	-$11.3K	0.73%	34
2025 Q4	$759K	Sell	4,663 -24	-0.5%	-$4.07K	0.47%	54
2025 Q3	$798K	Buy	4,687 +50	+1%	+$7.46K	0.52%	50
2025 Q2	$670K	Sell	4,637 -50	-1%	-$6.23K	0.46%	53
2025 Q1	$619K	Hold	4,687	–	–	0.46%	56
2024 Q4	$575K	Buy	4,687 +90	+2%	+$12K	0.43%	61
2024 Q3	$621K	Hold	4,597	–	–	0.46%	58
2024 Q2	$721K	Hold	4,597	–	–	0.58%	42
2024 Q1	$785K	Buy	4,597 +165	+4%	+$23.6K	0.65%	38
2023 Q4	$576K	Buy	+4,432	New	+$564K	0.53%	45

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Patrick M. Sweeney & Associates's VLO Position: Q2 2026 in Review

Patrick M. Sweeney & Associates held its Valero Energy (VLO) position steady in Q2 2026 at 4,608 shares worth $1.2M. The position accounts for 0.69% of the portfolio, ranked #36.

Patrick M. Sweeney & Associates first reported a position in VLO in Q4 2023 and has held it in 11 quarters since. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Patrick M. Sweeney & Associates held 4,608 shares of Valero Energy worth $1.2M as of Q2 2026.
Patrick M. Sweeney & Associates left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.69% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #36 holding.
Patrick M. Sweeney & Associates first reported a position in Valero Energy in Q4 2023 and has held it in 11 quarters since.
1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.