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Sigma Investment Counselors’s Valero Energy VLO Stock Holding History

Sigma Investment Counselors’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 		$254K Buy
+977
New +$241K 0.01% 196

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

Sigma Investment Counselors's VLO Position: Q2 2026 in Review

Sigma Investment Counselors opened a new position in Valero Energy (VLO) in Q2 2026: 977 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #196 among its holdings.

1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Sigma Investment Counselors held 977 shares of Valero Energy worth $254K as of Q2 2026.
  • Valero Energy was a new Sigma Investment Counselors position in Q2 2026.
  • Valero Energy made up 0.01% of Sigma Investment Counselors's portfolio in Q2 2026, its #196 holding.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.