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SevenBridge Financial Group’s Valero Energy VLO Stock Holding History

SevenBridge 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
Q1 		$352K Hold
1,500
– – 0.06% 162
2025
Q4 		$275K Buy
1,500
+110
+8% +$18.6K 0.04% 179
2025
Q3 		$247K Sell
1,390
-353
-20% -$52.6K 0.04% 187
2025
Q2 		$232K Sell
1,743
-420
-19% -$52.3K 0.04% 197
2025
Q1 		$282K Sell
2,163
-200
-8% -$26.5K 0.06% 188
2024
Q4 		$323K Sell
2,363
-795
-25% -$106K 0.06% 180
2024
Q3 		$436K Buy
+3,158
New +$459K 0.08% 158
2019
Q3 		– Sell
-636
Closed -$54K – 555
2019
Q2 		$54K Buy
636
+200
+46% +$16.5K 0.02% 271
2019
Q1 		$37K Sell
436
-545
-56% -$45K 0.01% 273
2018
Q4 		$74K Buy
981
+545
+125% +$47.9K 0.05% 175
2018
Q3 		$50K Hold
436
– – 0.03% 232
2018
Q2 		$48K Buy
436
+15
+4% +$1.68K 0.03% 244
2018
Q1 		$39K Hold
421
– – 0.02% 273
2017
Q4 		$39K Hold
421
– – 0.02% 291
2017
Q3 		$32K Hold
421
– – 0.02% 311
2017
Q2 		$28K Hold
421
– – 0.02% 342
2017
Q1 		$28K Hold
421
– – 0.02% 331
2016
Q4 		$23K Hold
421
– – 0.02% 348
2016
Q3 		$23K Hold
421
– – 0.02% 346
2016
Q2 		$21K Buy
+421
New +$23.8K 0.01% 407

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SevenBridge Financial Group's VLO Position: Q1 2026 in Review

SevenBridge Financial Group held its Valero Energy (VLO) position steady in Q1 2026 at 1,500 shares worth $352K. The position accounts for 0.06% of the portfolio, ranked #162.

SevenBridge Financial Group first reported a position in VLO in Q2 2016 and has held it in 20 quarters since. The position peaked at $436K in Q3 2024. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • SevenBridge Financial Group held 1,500 shares of Valero Energy worth $352K as of Q1 2026.
  • SevenBridge Financial Group left its Valero Energy share count unchanged in Q1 2026.
  • Valero Energy made up 0.06% of SevenBridge Financial Group's portfolio in Q1 2026, its #162 holding.
  • SevenBridge Financial Group first reported a position in Valero Energy in Q2 2016 and has held it in 20 quarters since.
  • SevenBridge Financial Group's Valero Energy position peaked at $436K in Q3 2024.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.