Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Valero Energy VLO Stock Holding History

Sumitomo Mitsui Trust Group’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
Q1 		$161M Sell
651,440
-42,302
-6% -$8.72M 0.1% 192
2025
Q4 		$113M Sell
693,742
-36,826
-5% -$6.24M 0.07% 267
2025
Q3 		$124M Buy
730,568
+5,090
+0.7% +$759K 0.07% 255
2025
Q2 		$97.5M Buy
725,478
+7,889
+1% +$983K 0.06% 298
2025
Q1 		$94.8M Sell
717,589
-3,620
-0.5% -$480K 0.07% 286
2024
Q4 		$88.4M Sell
721,209
-35,202
-5% -$4.71M 0.06% 308
2024
Q3 		$102M Sell
756,411
-17,892
-2% -$2.6M 0.07% 273
2024
Q2 		$121M Sell
774,303
-89,167
-10% -$14.4M 0.09% 213
2024
Q1 		$147M Sell
863,470
-41,572
-5% -$5.96M 0.1% 211
2023
Q4 		$118M Sell
905,042
-23,560
-3% -$3M 0.09% 238
2023
Q3 		$132M Sell
928,602
-31,062
-3% -$4.07M 0.11% 194
2023
Q2 		$113M Sell
959,664
-259,207
-21% -$30.1M 0.09% 239
2023
Q1 		$170M Sell
1,218,871
-300,568
-20% -$40.4M 0.13% 173
2022
Q4 		$193M Sell
1,519,439
-286,789
-16% -$36M 0.15% 148
2022
Q3 		$193M Sell
1,806,228
-232,083
-11% -$25.5M 0.16% 142
2022
Q2 		$217M Buy
2,038,311
+900,370
+79% +$107M 0.17% 129
2022
Q1 		$116M Buy
1,137,941
+15,317
+1% +$1.33M 0.08% 291
2021
Q4 		$84.3M Sell
1,122,624
-777,677
-41% -$57.9M 0.05% 391
2021
Q3 		$134M Buy
1,900,301
+240,031
+14% +$16M 0.08% 261
2021
Q2 		$130M Sell
1,660,270
-183,800
-10% -$14.2M 0.08% 287
2021
Q1 		$132M Sell
1,844,070
-379,096
-17% -$25.8M 0.08% 269
2020
Q4 		$126M Buy
2,223,166
+151,938
+7% +$7.45M 0.08% 277
2020
Q3 		$89.7M Buy
2,071,228
+71,524
+4% +$3.75M 0.06% 336
2020
Q2 		$118M Sell
1,999,704
-242,089
-11% -$14.5M 0.08% 258
2020
Q1 		$102M Buy
2,241,793
+465,139
+26% +$33.8M 0.09% 242
2019
Q4 		$166M Buy
1,776,654
+29,911
+2% +$2.83M 0.13% 179
2019
Q3 		$149M Sell
1,746,743
-44,647
-2% -$3.61M 0.13% 183
2019
Q2 		$153M Buy
1,791,390
+9,495
+0.5% +$784K 0.14% 174
2019
Q1 		$151M Sell
1,781,895
-8,133
-0.5% -$672K 0.14% 163
2018
Q4 		$132M Buy
1,790,028
+321,789
+22% +$28.3M 0.14% 160
2018
Q3 		$167M Buy
1,468,239
+46,948
+3% +$5.33M 0.18% 123
2018
Q2 		$158M Buy
1,421,291
+117,140
+9% +$13.1M 0.18% 123
2018
Q1 		$121M Sell
1,304,151
-141,858
-10% -$13.2M 0.16% 152
2017
Q4 		$133M Sell
1,446,009
-33,861
-2% -$2.79M 0.17% 136
2017
Q3 		$114M Buy
1,479,870
+128,147
+9% +$8.82M 0.16% 150
2017
Q2 		$91.2M Buy
1,351,723
+18,656
+1% +$1.21M 0.13% 183
2017
Q1 		$88.4M Sell
1,333,067
-11,983
-0.9% -$802K 0.14% 172
2016
Q4 		$91.9M Sell
1,345,050
-165,340
-11% -$10.2M 0.15% 158
2016
Q3 		$80.1M Sell
1,510,390
-51,713
-3% -$2.76M 0.13% 184
2016
Q2 		$79.7M Sell
1,562,103
-133,690
-8% -$7.56M 0.14% 175
2016
Q1 		$109M Buy
1,695,793
+45,365
+3% +$2.89M 0.19% 122
2015
Q4 		$118M Sell
1,650,428
-26,967
-2% -$1.84M 0.21% 109
2015
Q3 		$101M Buy
1,677,395
+51,732
+3% +$3.29M 0.2% 122
2015
Q2 		$102M Sell
1,625,663
-29,427
-2% -$1.74M 0.18% 134
2015
Q1 		$105M Sell
1,655,090
-52,591
-3% -$2.93M 0.19% 125
2014
Q4 		$84.9M Sell
1,707,681
-37,396
-2% -$1.81M 0.16% 142
2014
Q3 		$80.7M Buy
1,745,077
+156,956
+10% +$7.92M 0.16% 146
2014
Q2 		$79.6M Sell
1,588,121
-36,524
-2% -$2.01M 0.16% 151
2014
Q1 		$86.3M Buy
1,624,645
+129,461
+9% +$6.63M 0.18% 139
2013
Q4 		$72.7M Sell
1,495,184
-88,104
-6% -$3.71M 0.15% 158
2013
Q3 		$54.1M Sell
1,583,288
-248,412
-14% -$8.78M 0.12% 208
2013
Q2 		$63.7M Buy
+1,831,700
New +$69.8M 0.14% 159

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sumitomo Mitsui Trust Group's VLO Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Valero Energy (VLO) stake by 6.1% in Q1 2026, selling an estimated $8.72M and leaving 651,440 shares worth $161M. The position accounts for 0.1% of the portfolio, ranked #192.

Sumitomo Mitsui Trust Group first reported a position in VLO in Q2 2013 and has held it in 52 quarters since. The position peaked at $217M in Q2 2022. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 651,440 shares of Valero Energy worth $161M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 42,302 Valero Energy shares in Q1 2026, an estimated $8.72M.
  • Valero Energy made up 0.1% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #192 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Valero Energy in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Valero Energy position peaked at $217M in Q2 2022.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.