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Summit Financial’s Valero Energy VLO Stock Holding History

Summit Financial’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 		$774K Sell
2,972
-487
-14% -$120K 0.01% 933
2026
Q1 		$855K Buy
3,459
+1,130
+49% +$233K 0.01% 828
2025
Q4 		$379K Buy
2,329
+61
+3% +$10.3K 0.01% 983
2025
Q3 		$386K Buy
2,268
+270
+14% +$40.3K 0.01% 972
2025
Q2 		$269K Buy
1,998
+186
+10% +$23.2K 0.01% 714
2025
Q1 		$239K Buy
1,812
+79
+5% +$10.5K 0.01% 657
2024
Q4 		$212K Sell
1,733
-336
-16% -$45K 0.01% 613
2024
Q3 		$279K Sell
2,069
-42
-2% -$6.1K 0.01% 474
2024
Q2 		$331K Buy
+2,111
New +$341K 0.02% 400

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

Summit Financial's VLO Position: Q2 2026 in Review

Summit Financial reduced its Valero Energy (VLO) stake by 14% in Q2 2026, selling an estimated $120K and leaving 2,972 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #933.

Summit Financial first reported a position in VLO in Q2 2024 and has held it in 9 quarters since. The position peaked at $855K in Q1 2026. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Summit Financial held 2,972 shares of Valero Energy worth $774K as of Q2 2026.
  • Summit Financial sold 487 Valero Energy shares in Q2 2026, an estimated $120K.
  • Valero Energy made up 0.01% of Summit Financial's portfolio in Q2 2026, its #933 holding.
  • Summit Financial first reported a position in Valero Energy in Q2 2024 and has held it in 9 quarters since.
  • Summit Financial's Valero Energy position peaked at $855K in Q1 2026.
  • 1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.