Sanibel Captiva Trust Company’s Valero Energy VLO Stock Holding History

Sanibel Captiva Trust Company’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	$1.6M	Buy	6,130 +139	+2%	+$34.2K	0.04%	218
2026 Q1	$1.48M	Buy	5,991 +316	+6%	+$65.1K	0.04%	208
2025 Q4	$924K	Buy	5,675 +75	+1%	+$12.7K	0.03%	234
2025 Q3	$953K	Buy	5,600 +19	+0.3%	+$2.83K	0.03%	233
2025 Q2	$750K	Hold	5,581	–	–	0.02%	249
2025 Q1	$737K	Hold	5,581	–	–	0.02%	244
2024 Q4	$684K	Buy	5,581 +116	+2%	+$15.5K	0.02%	246
2024 Q3	$738K	Buy	5,465 +13	+0.2%	+$1.89K	0.02%	243
2024 Q2	$855K	Hold	5,452	–	–	0.03%	220
2024 Q1	$931K	Buy	5,452 +400	+8%	+$57.3K	0.03%	209
2023 Q4	$657K	Buy	+5,052	New	+$643K	0.02%	215

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

Sanibel Captiva Trust Company's VLO Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Valero Energy (VLO) stake by 2.3% in Q2 2026, buying an estimated $34.2K and bringing the position to 6,130 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #218.

Sanibel Captiva Trust Company first reported a position in VLO in Q4 2023 and has held it in 11 quarters since. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Sanibel Captiva Trust Company held 6,130 shares of Valero Energy worth $1.6M as of Q2 2026.
Sanibel Captiva Trust Company bought 139 Valero Energy shares in Q2 2026, an estimated $34.2K.
Valero Energy made up 0.04% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #218 holding.
Sanibel Captiva Trust Company first reported a position in Valero Energy in Q4 2023 and has held it in 11 quarters since.
1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.