Patten Group’s Valero Energy VLO Stock Holding History

Patten Group’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	$475K	Buy	1,824 +396	+28%	+$97.5K	0.07%	228
2026 Q1	$353K	Buy	1,428 +11	+0.8%	+$2.27K	0.06%	242
2025 Q4	$231K	Sell	1,417 -1,672	-54%	-$283K	0.04%	283
2025 Q3	$526K	Buy	3,089 +1,539	+99%	+$230K	0.1%	180
2025 Q2	$208K	Sell	1,550 -742	-32%	-$92.5K	0.04%	250
2025 Q1	$303K	Buy	2,292 +29	+1%	+$3.85K	0.07%	226
2024 Q4	$277K	Buy	+2,263	New	+$303K	0.06%	228
2019 Q1	–	Sell	-300	Closed	-$22K	–	525
2018 Q4	$22K	Hold	300	–	–	0.01%	365
2018 Q3	$34K	Hold	300	–	–	0.01%	370
2018 Q2	$33K	Hold	300	–	–	0.01%	365
2018 Q1	$28K	Hold	300	–	–	0.01%	375
2017 Q4	$28K	Sell	300 -100	-25%	-$8.25K	0.01%	398
2017 Q3	$31K	Hold	400	–	–	0.01%	380
2017 Q2	$27K	Sell	400 -100	-20%	-$6.49K	0.01%	399
2017 Q1	$33K	Hold	500	–	–	0.01%	352
2016 Q4	$34K	Hold	500	–	–	0.02%	338
2016 Q3	$26.9K	Hold	500	–	–	0.01%	384
2016 Q2	$25.5K	Hold	500	–	–	0.01%	383
2016 Q1	$32.1K	Hold	500	–	–	0.02%	349
2015 Q4	$35.4K	Hold	500	–	–	0.02%	350
2015 Q3	$30.1K	Hold	500	–	–	0.02%	331
2015 Q2	$31.3K	Buy	+500	New	+$29.5K	0.01%	331

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

Patten Group's VLO Position: Q2 2026 in Review

Patten Group increased its Valero Energy (VLO) stake by 28% in Q2 2026, buying an estimated $97.5K and bringing the position to 1,824 shares worth $475K. The position accounts for 0.07% of the portfolio, ranked #228.

Patten Group first reported a position in VLO in Q2 2015 and has held it in 22 quarters since. The position peaked at $526K in Q3 2025. 1,976 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Patten Group held 1,824 shares of Valero Energy worth $475K as of Q2 2026.
Patten Group bought 396 Valero Energy shares in Q2 2026, an estimated $97.5K.
Valero Energy made up 0.07% of Patten Group's portfolio in Q2 2026, its #228 holding.
Patten Group first reported a position in Valero Energy in Q2 2015 and has held it in 22 quarters since.
Patten Group's Valero Energy position peaked at $526K in Q3 2025.
1,976 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.