Summit Securities Group’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18K | Buy |
69
+19
| +38% | +$4.68K | ﹤0.01% | 734 |
|
|
2026
Q1 | $12.4K | Sell |
50
-403
| -89% | -$83.1K | ﹤0.01% | 625 |
|
|
2025
Q4 | $73.7K | Sell |
453
-81
| -15% | -$13.7K | 0.01% | 528 |
|
|
2025
Q3 | $90.9K | Buy |
534
+324
| +154% | +$48.3K | 0.02% | 411 |
|
|
2025
Q2 | $28.2K | Buy |
+210
| New | +$26.2K | 0.01% | 651 |
|
|
2024
Q3 | – | Sell |
-200
| Closed | -$31K | – | 883 |
|
|
2024
Q2 | $31K | Buy |
+200
| New | +$32.3K | 0.01% | 341 |
|
|
2023
Q4 | – | Sell |
-3,000
| Closed | -$425K | – | 931 |
|
|
2023
Q3 | $425K | Buy |
3,000
+1,127
| +60% | +$148K | 0.04% | 135 |
|
|
2023
Q2 | $220K | Buy |
1,873
+273
| +17% | +$31.7K | 0.03% | 203 |
|
|
2023
Q1 | $223K | Sell |
1,600
-7,989
| -83% | -$1.07M | 0.02% | 207 |
|
|
2022
Q4 | $1.22M | Buy |
9,589
+2,173
| +29% | +$273K | 0.05% | 164 |
|
|
2022
Q3 | $792K | Buy |
7,416
+6,462
| +677% | +$711K | 0.06% | 190 |
|
|
2022
Q2 | $101K | Sell |
954
-9,433
| -91% | -$1.12M | 0.01% | 409 |
|
|
2022
Q1 | $1.05M | Sell |
10,387
-15,056
| -59% | -$1.31M | 0.12% | 139 |
|
|
2021
Q4 | $1.91M | Buy |
25,443
+16,243
| +177% | +$1.21M | 0.09% | 168 |
|
|
2021
Q3 | $649K | Sell |
9,200
-6,054
| -40% | -$403K | 0.05% | 346 |
|
|
2021
Q2 | $1.19M | Buy |
+15,254
| New | +$1.18M | 0.1% | 216 |
|
|
2021
Q1 | – | Sell |
-14,500
| Closed | -$820K | – | 781 |
|
|
2020
Q4 | $820K | Buy |
14,500
+4,700
| +48% | +$231K | 0.07% | 263 |
|
|
2020
Q3 | $425K | Sell |
9,800
-700
| -7% | -$36.7K | 0.04% | 242 |
|
|
2020
Q2 | $618K | Buy |
10,500
+3,400
| +48% | +$203K | 0.08% | 207 |
|
|
2020
Q1 | $322K | Sell |
7,100
-4,600
| -39% | -$334K | 0.06% | 199 |
|
|
2019
Q4 | $1.1M | Buy |
11,700
+6,000
| +105% | +$567K | 0.08% | 201 |
|
|
2019
Q3 | $486K | Sell |
5,700
-2,200
| -28% | -$178K | 0.04% | 202 |
|
|
2019
Q2 | $676K | Buy |
7,900
+600
| +8% | +$49.5K | 0.08% | 172 |
|
|
2019
Q1 | $619K | Buy |
+7,300
| New | +$603K | 0.11% | 104 |
|
|
2018
Q4 | – | Sell |
-19,800
| Closed | -$1.74M | – | 356 |
|
|
2018
Q3 | $2.25M | Buy |
19,800
+16,900
| +583% | +$1.92M | 0.84% | 24 |
|
|
2018
Q2 | $321K | Buy |
+2,900
| New | +$325K | 0.05% | 170 |
|
|
2018
Q1 | – | Sell |
-3,200
| Closed | -$294K | – | 237 |
|
|
2017
Q4 | $294K | Buy |
+3,200
| New | +$264K | 0.04% | 128 |
|
|
2015
Q4 | – | Sell |
-900
| Closed | -$61.3K | – | 453 |
|
|
2015
Q3 | $54K | Buy |
900
+200
| +29% | +$12.7K | 0.04% | 161 |
|
|
2015
Q2 | $44K | Sell |
700
-3,700
| -84% | -$218K | 0.02% | 236 |
|
|
2015
Q1 | $280K | Buy |
4,400
+600
| +16% | +$33.5K | 0.21% | 69 |
|
|
2014
Q4 | $188K | Sell |
3,800
-35,000
| -90% | -$1.7M | 0.05% | 199 |
|
|
2014
Q3 | $1.79M | Buy |
38,800
+23,450
| +153% | +$1.18M | 0.52% | 50 |
|
|
2014
Q2 | $769K | Buy |
15,350
+4,550
| +42% | +$251K | 0.26% | 59 |
|
|
2014
Q1 | $573K | Sell |
10,800
-111,200
| -91% | -$5.69M | 0.34% | 45 |
|
|
2013
Q4 | $6.15M | Buy |
122,000
+115,500
| +1,777% | +$4.87M | 1.07% | 22 |
|
|
2013
Q3 | $222K | Sell |
6,500
-400
| -6% | -$14.1K | 0.08% | 107 |
|
|
2013
Q2 | $240K | Buy |
+6,900
| New | +$263K | 0.11% | 95 |
|
Other funds holding VLO
Summit Securities Group's VLO Position: Q2 2026 in Review
Summit Securities Group increased its Valero Energy (VLO) stake by 38% in Q2 2026, buying an estimated $4.68K and bringing the position to 69 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #734.
Summit Securities Group first reported a position in VLO in Q2 2013 and has held it in 37 quarters since. The position peaked at $6.15M in Q4 2013. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Summit Securities Group held 69 shares of Valero Energy worth $18K as of Q2 2026.
- Summit Securities Group bought 19 Valero Energy shares in Q2 2026, an estimated $4.68K.
- Valero Energy made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #734 holding.
- Summit Securities Group first reported a position in Valero Energy in Q2 2013 and has held it in 37 quarters since.
- Summit Securities Group's Valero Energy position peaked at $6.15M in Q4 2013.
- 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.