Shufro Rose & Co’s Valero Energy VLO Stock Holding History

Shufro Rose & Co’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	$273K	Hold	1,050	–	–	0.02%	254
2026 Q1	$259K	Buy	+1,050	New	+$216K	0.02%	253
2024 Q2	–	Sell	-1,250	Closed	-$213K	–	322
2024 Q1	$213K	Buy	+1,250	New	+$179K	0.02%	274
2023 Q1	–	Sell	-3,253	Closed	-$413K	–	352
2022 Q4	$413K	Sell	3,253 -1,150	-26%	-$144K	0.03%	188
2022 Q3	$470K	Hold	4,403	–	–	0.05%	164
2022 Q2	$468K	Sell	4,403 -500	-10%	-$59.2K	0.04%	175
2022 Q1	$498K	Hold	4,903	–	–	0.04%	183
2021 Q4	$368K	Sell	4,903 -300	-6%	-$22.3K	0.03%	211
2021 Q3	$367K	Hold	5,203	–	–	0.03%	202
2021 Q2	$406K	Hold	5,203	–	–	0.03%	192
2021 Q1	$373K	Hold	5,203	–	–	0.03%	196
2020 Q4	$294K	Buy	5,203 +3	+0.1%	+$147	0.02%	217
2020 Q3	$225K	Sell	5,200 -8	-0.2%	-$419	0.02%	231
2020 Q2	$306K	Buy	5,208 +8	+0.2%	+$478	0.03%	205
2020 Q1	$236K	Sell	5,200 -200	-4%	-$14.5K	0.03%	225
2019 Q4	$506K	Sell	5,400 -300	-5%	-$28.4K	0.05%	165
2019 Q3	$486K	Sell	5,700 -250	-4%	-$20.2K	0.05%	160
2019 Q2	$509K	Sell	5,950 -400	-6%	-$33K	0.05%	159
2019 Q1	$539K	Sell	6,350 -100	-2%	-$8.26K	0.05%	156
2018 Q4	$484K	Sell	6,450 -5,455	-46%	-$479K	0.05%	160
2018 Q3	$1.35M	Sell	11,905 -400	-3%	-$45.4K	0.13%	112
2018 Q2	$1.36M	Sell	12,305 -595	-5%	-$66.7K	0.13%	107
2018 Q1	$1.2M	Sell	12,900 -800	-6%	-$74.7K	0.12%	110
2017 Q4	$1.26M	Hold	13,700	–	–	0.12%	107
2017 Q3	$1.05M	Hold	13,700	–	–	0.11%	120
2017 Q2	$924K	Sell	13,700 -200	-1%	-$13K	0.1%	119
2017 Q1	$921K	Hold	13,900	–	–	0.1%	123
2016 Q4	$950K	Sell	13,900 -100	-0.7%	-$6.16K	0.11%	116
2016 Q3	$742K	Hold	14,000	–	–	0.08%	127
2016 Q2	$714K	Sell	14,000 -200	-1%	-$11.3K	0.08%	132
2016 Q1	$911K	Buy	14,200 +400	+3%	+$25.4K	0.1%	123
2015 Q4	$975K	Hold	13,800	–	–	0.11%	114
2015 Q3	$829K	Hold	13,800	–	–	0.1%	123
2015 Q2	$863K	Sell	13,800 -100	-0.7%	-$5.91K	0.09%	126
2015 Q1	$884K	Sell	13,900 -300	-2%	-$16.7K	0.09%	127
2014 Q4	$702K	Hold	14,200	–	–	0.07%	141
2014 Q3	$657K	Sell	14,200 -600	-4%	-$30.3K	0.07%	150
2014 Q2	$741K	Sell	14,800 -500	-3%	-$27.6K	0.08%	139
2014 Q1	$812K	Sell	15,300 -100	-0.6%	-$5.12K	0.09%	127
2013 Q4	$776K	Hold	15,400	–	–	0.08%	129
2013 Q3	$525K	Sell	15,400 -100	-0.6%	-$3.54K	0.06%	150
2013 Q2	$538K	Buy	+15,500	New	+$591K	0.06%	148

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

Shufro Rose & Co's VLO Position: Q2 2026 in Review

Shufro Rose & Co held its Valero Energy (VLO) position steady in Q2 2026 at 1,050 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #254.

Shufro Rose & Co first reported a position in VLO in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.36M in Q2 2018. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Shufro Rose & Co held 1,050 shares of Valero Energy worth $273K as of Q2 2026.
Shufro Rose & Co left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.02% of Shufro Rose & Co's portfolio in Q2 2026, its #254 holding.
Shufro Rose & Co first reported a position in Valero Energy in Q2 2013 and has held it in 42 quarters since.
Shufro Rose & Co's Valero Energy position peaked at $1.36M in Q2 2018.
1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.