Summit Securities Group’s Valero Energy VLO Stock Holding History

Summit Securities 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
2021 Q4	–	Sell	-85	Closed	-$600K	–	965
2021 Q3	$600K	Buy	85 +55	+183%	+$3.66K	0.05%	358
2021 Q2	$234K	Buy	+30	New	+$2.32K	0.02%	617
2020 Q3	–	Sell	-40	Closed	-$235K	–	503
2020 Q2	$235K	Buy	+40	New	+$2.39K	0.03%	369
2020 Q1	–	Sell	-100	Closed	-$937K	–	490
2019 Q4	$937K	Buy	+100	New	+$9.45K	0.07%	221
2019 Q3	–	Sell	-39	Closed	-$334K	–	422
2019 Q2	$334K	Buy	+39	New	+$3.22K	0.04%	248
2017 Q4	–	Sell	-77	Closed	-$592K	–	258
2017 Q3	$592K	Buy	+77	New	+$5.3K	0.1%	97
2015 Q1	–	Sell	-64	Closed	-$13K	–	651
2014 Q4	$13K	Buy	+64	New	+$3.1K	﹤0.01%	436

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Securities Group's VLO Position: Q1 2026 in Review

Summit Securities Group reduced its Valero Energy (VLO) stake by 89% in Q1 2026, selling an estimated $83.1K and leaving 50 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Summit Securities Group first reported a position in VLO in Q2 2013 and has held it in 36 quarters since. The position peaked at $6.15M in Q4 2013. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Summit Securities Group held 50 shares of Valero Energy worth $12.4K as of Q1 2026.
Summit Securities Group sold 403 Valero Energy shares in Q1 2026, an estimated $83.1K.
Valero Energy made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #625 holding.
Summit Securities Group first reported a position in Valero Energy in Q2 2013 and has held it in 36 quarters since.
Summit Securities Group's Valero Energy position peaked at $6.15M in Q4 2013.
1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.