Schnieders Capital Management’s Valero Energy VLO Stock Holding History

Schnieders Capital 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	$290K	Sell	1,115 -500	-31%	-$123K	0.04%	202
2026 Q1	$399K	Hold	1,615	–	–	0.06%	143
2025 Q4	$263K	Hold	1,615	–	–	0.04%	193
2025 Q3	$275K	Hold	1,615	–	–	0.05%	190
2025 Q2	$217K	Sell	1,615 -33	-2%	-$4.11K	0.04%	210
2025 Q1	$218K	Hold	1,648	–	–	0.05%	191
2024 Q4	$202K	Hold	1,648	–	–	0.04%	200
2024 Q3	$223K	Buy	1,648 +8	+0.5%	+$1.16K	0.04%	193
2024 Q2	$257K	Hold	1,640	–	–	0.05%	171
2024 Q1	$280K	Sell	1,640 -75	-4%	-$10.7K	0.06%	162
2023 Q4	$223K	Hold	1,715	–	–	0.05%	185
2023 Q3	$243K	Buy	+1,715	New	+$225K	0.05%	162
2023 Q2	–	Sell	-1,514	Closed	-$211K	–	202
2023 Q1	$211K	Buy	+1,514	New	+$203K	0.05%	188
2019 Q3	–	Sell	-2,600	Closed	-$223K	–	170
2019 Q2	$223K	Buy	+2,600	New	+$215K	0.09%	151

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

Schnieders Capital Management's VLO Position: Q2 2026 in Review

Schnieders Capital Management reduced its Valero Energy (VLO) stake by 31% in Q2 2026, selling an estimated $123K and leaving 1,115 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #202.

Schnieders Capital Management first reported a position in VLO in Q2 2019 and has held it in 14 quarters since. The position peaked at $399K in Q1 2026. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Schnieders Capital Management held 1,115 shares of Valero Energy worth $290K as of Q2 2026.
Schnieders Capital Management sold 500 Valero Energy shares in Q2 2026, an estimated $123K.
Valero Energy made up 0.04% of Schnieders Capital Management's portfolio in Q2 2026, its #202 holding.
Schnieders Capital Management first reported a position in Valero Energy in Q2 2019 and has held it in 14 quarters since.
Schnieders Capital Management's Valero Energy position peaked at $399K in Q1 2026.
1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.