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Stonebridge Financial Group (Pennsylvania)’s Valero Energy VLO Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$205K Buy
+788
New +$194K 0.02% 267
2025
Q2 		– Sell
-748
Closed -$98.8K – 910
2025
Q1 		$98.8K Buy
748
+3
+0.4% +$398 0.01% 298
2024
Q4 		$91.3K Buy
+745
New +$99.7K 0.01% 307

Other funds holding VLO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VLO Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) opened a new position in Valero Energy (VLO) in Q2 2026: 788 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings. This is a return to the name: Stonebridge Financial Group (Pennsylvania) previously reported a position in VLO as recently as Q1 2025.

Stonebridge Financial Group (Pennsylvania) first reported a position in VLO in Q4 2024 and has held it in 3 quarters since. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 788 shares of Valero Energy worth $205K as of Q2 2026.
  • Valero Energy was a new Stonebridge Financial Group (Pennsylvania) position in Q2 2026.
  • Valero Energy made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #267 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Valero Energy in Q4 2024 and has held it in 3 quarters since.
  • 331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.