Sather Financial Group’s Valero Energy VLO Stock Holding History

Sather 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	$1.5M	Buy	5,755 +261	+5%	+$64.3K	0.09%	43
2026 Q1	$1.36M	Hold	5,494	–	–	0.08%	38
2025 Q4	$894K	Sell	5,494 -17	-0.3%	-$2.88K	0.05%	46
2025 Q3	$938K	Buy	5,511 +117	+2%	+$17.4K	0.05%	46
2025 Q2	$725K	Buy	5,394 +2,200	+69%	+$274K	0.04%	55
2025 Q1	$422K	Hold	3,194	–	–	0.03%	58
2024 Q4	$392K	Hold	3,194	–	–	0.02%	61
2024 Q3	$431K	Buy	+3,194	New	+$464K	0.03%	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

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

Sather Financial Group increased its Valero Energy (VLO) stake by 4.8% in Q2 2026, buying an estimated $64.3K and bringing the position to 5,755 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #43.

Sather Financial Group first reported a position in VLO in Q3 2024 and has held it in 8 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Sather Financial Group held 5,755 shares of Valero Energy worth $1.5M as of Q2 2026.
Sather Financial Group bought 261 Valero Energy shares in Q2 2026, an estimated $64.3K.
Valero Energy made up 0.09% of Sather Financial Group's portfolio in Q2 2026, its #43 holding.
Sather Financial Group first reported a position in Valero Energy in Q3 2024 and has held it in 8 quarters since.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.