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Shepherd Financial Partners’s Valero Energy VLO Stock Holding History

Shepherd Financial Partners’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 		$7.42M Sell
28,473
-147
-0.5% -$36.2K 0.61% 41
2026
Q1 		$7.07M Sell
28,620
-206
-0.7% -$42.5K 0.67% 36
2025
Q4 		$4.69M Sell
28,826
-191
-0.7% -$32.4K 0.43% 47
2025
Q3 		$4.94M Sell
29,017
-19
-0.1% -$2.83K 0.47% 47
2025
Q2 		$3.9M Sell
29,036
-876
-3% -$109K 0.41% 48
2025
Q1 		$3.95M Buy
29,912
+1,246
+4% +$165K 0.46% 43
2024
Q4 		$3.51M Buy
28,666
+672
+2% +$89.9K 0.42% 39
2024
Q3 		$3.78M Buy
27,994
+857
+3% +$124K 0.45% 37
2024
Q2 		$4.25M Buy
27,137
+233
+0.9% +$37.6K 0.55% 28
2024
Q1 		$4.59M Buy
26,904
+692
+3% +$99.1K 0.6% 26
2023
Q4 		$3.41M Buy
26,212
+589
+2% +$74.9K 0.48% 36
2023
Q3 		$3.63M Buy
25,623
+201
+0.8% +$26.3K 0.57% 29
2023
Q2 		$2.98M Buy
25,422
+442
+2% +$51.4K 0.46% 37
2023
Q1 		$3.49M Sell
24,980
-35
-0.1% -$4.7K 0.58% 31
2022
Q4 		$3.17M Sell
25,015
-75
-0.3% -$9.41K 0.57% 32
2022
Q3 		$2.68M Sell
25,090
-656
-3% -$72.2K 0.52% 36
2022
Q2 		$2.74M Buy
25,746
+510
+2% +$60.4K 0.53% 35
2022
Q1 		$2.56M Sell
25,236
-107
-0.4% -$9.28K 0.46% 43
2021
Q4 		$1.91M Buy
25,343
+624
+3% +$46.5K 0.33% 57
2021
Q3 		$1.75M Buy
24,719
+679
+3% +$45.2K 0.34% 60
2021
Q2 		$1.88M Buy
24,040
+533
+2% +$41.3K 0.36% 60
2021
Q1 		$1.68M Buy
23,507
+5,527
+31% +$376K 0.37% 59
2020
Q4 		$1.02M Buy
+17,980
New +$882K 0.23% 80
2020
Q1 		– Sell
-10,950
Closed -$1.02M – 136
2019
Q4 		$1.02M Sell
10,950
-711
-6% -$67.2K 0.24% 67
2019
Q3 		$994K Buy
11,661
+1,066
+10% +$86.2K 0.25% 59
2019
Q2 		$907K Sell
10,595
-329
-3% -$27.2K 0.17% 65
2019
Q1 		$927K Buy
+10,924
New +$903K 0.18% 63

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Shepherd Financial Partners's VLO Position: Q2 2026 in Review

Shepherd Financial Partners reduced its Valero Energy (VLO) stake by 0.51% in Q2 2026, selling an estimated $36.2K and leaving 28,473 shares worth $7.42M. The position accounts for 0.61% of the portfolio, ranked #41.

Shepherd Financial Partners first reported a position in VLO in Q1 2019 and has held it in 27 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Shepherd Financial Partners held 28,473 shares of Valero Energy worth $7.42M as of Q2 2026.
  • Shepherd Financial Partners sold 147 Valero Energy shares in Q2 2026, an estimated $36.2K.
  • Valero Energy made up 0.61% of Shepherd Financial Partners's portfolio in Q2 2026, its #41 holding.
  • Shepherd Financial Partners first reported a position in Valero Energy in Q1 2019 and has held it in 27 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.