Perbak Capital Partners’s Valero Energy VLO Stock Holding History

Perbak Capital Partners’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	–	Sell	-1,636	Closed	-$404K	–	247
2026 Q1	$404K	Buy	+1,636	New	+$337K	0.1%	223
2025 Q4	–	Sell	-6,658	Closed	-$1.13M	–	321
2025 Q3	$1.13M	Buy	6,658 +880	+15%	+$131K	0.2%	108
2025 Q2	$777K	Buy	5,778 +3,037	+111%	+$378K	0.18%	113
2025 Q1	$362K	Buy	+2,741	New	+$364K	0.27%	60

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

Perbak Capital Partners's VLO Position: Q2 2026 in Review

Perbak Capital Partners sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 1,636 shares — an estimated $404K sold.

Perbak Capital Partners first reported a position in VLO in Q1 2025 and held it in 4 quarters. The position peaked at $1.13M in Q3 2025. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Perbak Capital Partners reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
Perbak Capital Partners sold 1,636 Valero Energy shares in Q2 2026, an estimated $404K.
Perbak Capital Partners first reported a position in Valero Energy in Q1 2025 and held it in 4 quarters.
Perbak Capital Partners's Valero Energy position peaked at $1.13M in Q3 2025.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Perbak Capital Partners's 13F filing for Q2 2026.