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Sierra Summit Advisors’s Valero Energy VLO Stock Holding History

Sierra Summit Advisors’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 		$260K Sell
1,000
-219
-18% -$53.9K 0.03% 177
2026
Q1 		$301K Sell
1,219
-35,159
-97% -$7.25M 0.04% 165
2025
Q4 		$5.92M Buy
36,378
+34,878
+2,325% +$5.91M 0.91% 35
2025
Q3 		$255K Hold
1,500
– – 0.04% 169
2025
Q2 		$202K Buy
+1,500
New +$187K 0.04% 176
2024
Q4 		– Sell
-1,500
Closed -$203K – 174
2024
Q3 		$203K Hold
1,500
– – 0.05% 136
2024
Q2 		$235K Hold
1,500
– – 0.06% 141
2024
Q1 		$256K Sell
1,500
-500
-25% -$71.6K 0.07% 139
2023
Q4 		$260K Buy
+2,000
New +$254K 0.08% 156

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

Sierra Summit Advisors's VLO Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Valero Energy (VLO) stake by 18% in Q2 2026, selling an estimated $53.9K and leaving 1,000 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #177.

Sierra Summit Advisors first reported a position in VLO in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.92M in Q4 2025. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Sierra Summit Advisors held 1,000 shares of Valero Energy worth $260K as of Q2 2026.
  • Sierra Summit Advisors sold 219 Valero Energy shares in Q2 2026, an estimated $53.9K.
  • Valero Energy made up 0.03% of Sierra Summit Advisors's portfolio in Q2 2026, its #177 holding.
  • Sierra Summit Advisors first reported a position in Valero Energy in Q4 2023 and has held it in 9 quarters since.
  • Sierra Summit Advisors's Valero Energy position peaked at $5.92M in Q4 2025.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.