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SageGuard Financial Group’s Valero Energy VLO Stock Holding History

SageGuard Financial 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 		$893K Sell
3,429
-186
-5% -$45.8K 0.13% 109
2026
Q1 		$893K Sell
3,615
-517
-13% -$107K 0.14% 98
2025
Q4 		$673K Buy
+4,132
New +$700K 0.11% 101

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SageGuard Financial Group's VLO Position: Q2 2026 in Review

SageGuard Financial Group reduced its Valero Energy (VLO) stake by 5.1% in Q2 2026, selling an estimated $45.8K and leaving 3,429 shares worth $893K. The position accounts for 0.13% of the portfolio, ranked #109.

SageGuard Financial Group first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. 1,203 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • SageGuard Financial Group held 3,429 shares of Valero Energy worth $893K as of Q2 2026.
  • SageGuard Financial Group sold 186 Valero Energy shares in Q2 2026, an estimated $45.8K.
  • Valero Energy made up 0.13% of SageGuard Financial Group's portfolio in Q2 2026, its #109 holding.
  • SageGuard Financial Group first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,203 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.