SWIM
VLO icon

Smallwood Wealth Investment Management’s Valero Energy VLO Stock Holding History

Smallwood Wealth Investment Management’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 		– Sell
-500
Closed -$124K – 550
2026
Q1 		$124K Hold
500
– – 0.07% 110
2025
Q4 		$81.4K Hold
500
– – 0.04% 132
2025
Q3 		$85.1K Hold
500
– – 0.04% 130
2025
Q2 		$67.2K Hold
500
– – 0.04% 143
2025
Q1 		$66K Buy
+500
New +$66.3K 0.04% 138

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Smallwood Wealth Investment Management's VLO Position: Q2 2026 in Review

Smallwood Wealth Investment Management sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 500 shares — an estimated $124K sold.

Smallwood Wealth Investment Management first reported a position in VLO in Q1 2025 and held it in 5 quarters. The position peaked at $124K in Q1 2026. 763 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Smallwood Wealth Investment Management reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 500 Valero Energy shares in Q2 2026, an estimated $124K.
  • Smallwood Wealth Investment Management first reported a position in Valero Energy in Q1 2025 and held it in 5 quarters.
  • Smallwood Wealth Investment Management's Valero Energy position peaked at $124K in Q1 2026.
  • 763 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.