Red Cedar Investment Management’s Valero Energy VLO Stock Holding History

Red Cedar Investment Management’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	$7.05M	Buy	27,052 +21,388	+378%	+$5.27M	0.67%	34
2026 Q1	$1.4M	Sell	5,664 -33	-0.6%	-$6.8K	0.15%	76
2025 Q4	$927K	Hold	5,697	–	–	0.1%	76
2025 Q3	$970K	Hold	5,697	–	–	0.11%	74
2025 Q2	$766K	Hold	5,697	–	–	0.1%	77
2025 Q1	$752K	Hold	5,697	–	–	0.1%	75
2024 Q4	$698K	Sell	5,697 -10,693	-65%	-$1.43M	0.09%	74
2024 Q3	$2.21M	Sell	16,390 -5,076	-24%	-$737K	0.28%	48
2024 Q2	$3.37M	Hold	21,466	–	–	0.46%	36
2024 Q1	$3.66M	Hold	21,466	–	–	0.46%	37
2023 Q4	$2.79M	Hold	21,466	–	–	0.4%	42
2023 Q3	$3.04M	Buy	21,466 +4,725	+28%	+$619K	0.47%	38
2023 Q2	$1.96M	Hold	16,741	–	–	0.3%	45
2023 Q1	$2.34M	Buy	16,741 +4,919	+42%	+$661K	0.36%	42
2022 Q4	$1.5M	Buy	11,822 +785	+7%	+$98.5K	0.24%	44
2022 Q3	$1.18M	Hold	11,037	–	–	0.2%	47
2022 Q2	$1.17M	Sell	11,037 -6,672	-38%	-$790K	0.19%	48
2022 Q1	$1.8M	Sell	17,709 -3,039	-15%	-$264K	0.25%	38
2021 Q4	$1.56M	Hold	20,748	–	–	0.19%	51
2021 Q3	$1.46M	Sell	20,748 -3,025	-13%	-$201K	0.19%	41
2021 Q2	$1.86M	Sell	23,773 -3,039	-11%	-$235K	0.25%	36
2021 Q1	$1.92M	Buy	26,812 +14,549	+119%	+$989K	0.25%	38
2020 Q4	$694K	Buy	12,263 +2,022	+20%	+$99.2K	0.1%	66
2020 Q3	$444K	Sell	10,241 -6,890	-40%	-$361K	0.08%	66
2020 Q2	$1.01M	Buy	+17,131	New	+$1.02M	0.24%	35

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 $3.38T AUM 44.17% 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

Red Cedar Investment Management's VLO Position: Q2 2026 in Review

Red Cedar Investment Management increased its Valero Energy (VLO) stake by 378% in Q2 2026, buying an estimated $5.27M and bringing the position to 27,052 shares worth $7.05M. The position accounts for 0.67% of the portfolio, ranked #34.

Red Cedar Investment Management first reported a position in VLO in Q2 2020 and has held it in 25 quarters since. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Red Cedar Investment Management held 27,052 shares of Valero Energy worth $7.05M as of Q2 2026.
Red Cedar Investment Management bought 21,388 Valero Energy shares in Q2 2026, an estimated $5.27M.
Valero Energy made up 0.67% of Red Cedar Investment Management's portfolio in Q2 2026, its #34 holding.
Red Cedar Investment Management first reported a position in Valero Energy in Q2 2020 and has held it in 25 quarters since.
1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Red Cedar Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.