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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
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 $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

Summit Financial's VLO Position: Q1 2026 in Review

Summit Financial increased its Valero Energy (VLO) stake by 49% in Q1 2026, buying an estimated $233K and bringing the position to 3,459 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #828.

Summit Financial first reported a position in VLO in Q2 2024 and has held it in 8 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Summit Financial held 3,459 shares of Valero Energy worth $855K as of Q1 2026.
  • Summit Financial bought 1,130 Valero Energy shares in Q1 2026, an estimated $233K.
  • Valero Energy made up 0.01% of Summit Financial's portfolio in Q1 2026, its #828 holding.
  • Summit Financial first reported a position in Valero Energy in Q2 2024 and has held it in 8 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.