Purkiss Capital Advisors’s Valero Energy VLO Stock Holding History

Purkiss Capital Advisors’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	$1.32M	Sell	5,084 -583	-10%	-$144K	0.5%	44
2026 Q1	$1.4M	Buy	5,667 +2,857	+102%	+$589K	0.62%	44
2025 Q4	$457K	Sell	2,810 -1,041	-27%	-$176K	0.21%	92
2025 Q3	$656K	Buy	3,851 +870	+29%	+$130K	0.31%	71
2025 Q2	$401K	Buy	+2,981	New	+$371K	0.22%	82

Other funds holding VLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Purkiss Capital Advisors's VLO Position: Q2 2026 in Review

Purkiss Capital Advisors reduced its Valero Energy (VLO) stake by 10% in Q2 2026, selling an estimated $144K and leaving 5,084 shares worth $1.32M. The position accounts for 0.5% of the portfolio, ranked #44.

Purkiss Capital Advisors first reported a position in VLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.4M in Q1 2026. 821 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Purkiss Capital Advisors held 5,084 shares of Valero Energy worth $1.32M as of Q2 2026.
Purkiss Capital Advisors sold 583 Valero Energy shares in Q2 2026, an estimated $144K.
Valero Energy made up 0.5% of Purkiss Capital Advisors's portfolio in Q2 2026, its #44 holding.
Purkiss Capital Advisors first reported a position in Valero Energy in Q2 2025 and has held it in 5 quarters since.
Purkiss Capital Advisors's Valero Energy position peaked at $1.4M in Q1 2026.
821 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.