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SYM Financial Corp’s Valero Energy VLO Stock Holding History

SYM Financial Corp’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 		$694K Buy
2,665
+258
+11% +$63.5K 0.06% 99
2026
Q1 		$595K Buy
2,407
+98
+4% +$20.2K 0.06% 110
2025
Q4 		$376K Buy
2,309
+19
+0.8% +$3.22K 0.04% 180
2025
Q3 		$390K Sell
2,290
-45
-2% -$6.71K 0.04% 152
2025
Q2 		$314K Buy
2,335
+711
+44% +$88.6K 0.04% 199
2025
Q1 		$214K Buy
+1,624
New +$215K 0.03% 247
2024
Q4 		– Sell
-1,630
Closed -$220K – 359
2024
Q3 		$220K Sell
1,630
-1,222
-43% -$177K 0.03% 160
2024
Q2 		$447K Buy
+2,852
New +$460K 0.07% 60

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

SYM Financial Corp's VLO Position: Q2 2026 in Review

SYM Financial Corp increased its Valero Energy (VLO) stake by 11% in Q2 2026, buying an estimated $63.5K and bringing the position to 2,665 shares worth $694K. The position accounts for 0.06% of the portfolio, ranked #99.

SYM Financial Corp first reported a position in VLO in Q2 2024 and has held it in 8 quarters since. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • SYM Financial Corp held 2,665 shares of Valero Energy worth $694K as of Q2 2026.
  • SYM Financial Corp bought 258 Valero Energy shares in Q2 2026, an estimated $63.5K.
  • Valero Energy made up 0.06% of SYM Financial Corp's portfolio in Q2 2026, its #99 holding.
  • SYM Financial Corp first reported a position in Valero Energy in Q2 2024 and has held it in 8 quarters since.
  • 1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.