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
2022 Q1	–	Sell	-12,600	Closed	-$946K	–	1379
2021 Q4	$946K	Buy	+12,600	New	+$938K	0.04%	253
2021 Q1	–	Sell	-40	Closed	-$226K	–	782
2020 Q4	$226K	Buy	+40	New	+$1.96K	0.02%	510
2020 Q3	–	Sell	-59	Closed	-$347K	–	504
2020 Q2	$347K	Sell	59 -41	-41%	-$2.45K	0.04%	297
2020 Q1	$454K	Sell	100 -5	-5%	-$363	0.08%	169
2019 Q4	$983K	Hold	105	–	–	0.07%	214
2019 Q3	$895K	Sell	105 -39	-27%	-$3.15K	0.08%	142
2019 Q2	$1.23M	Buy	144 +39	+37%	+$3.22K	0.14%	118
2019 Q1	$891K	Sell	105 -193	-65%	-$15.9K	0.16%	85
2018 Q4	$2.23M	Buy	+298	New	+$26.2K	0.19%	77
2014 Q4	–	Sell	-206	Closed	-$1K	–	735
2014 Q3	$1K	Buy	206 +72	+54%	+$3.63K	﹤0.01%	659
2014 Q2	$1K	Buy	134 +50	+60%	+$2.76K	﹤0.01%	538
2014 Q1	$1K	Sell	84 -1,088	-93%	-$55.7K	﹤0.01%	372
2013 Q4	$421K	Buy	+1,172	New	+$49.4K	0.07%	122

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.