Synergy Asset Management’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
$1.3M Buy
+4,990
New +$1.23M 0.12% 106
2025
Q1
Sell
-83
Closed -$11.2K 828
2024
Q4
$11.2K Buy
+83
New +$11.1K ﹤0.01% 447
2022
Q4
Sell
-6,320
Closed -$676K 134
2022
Q3
$676K Buy
+6,320
New +$695K 0.18% 67

Other funds holding VLO

Synergy Asset Management's VLO Position: Q2 2026 in Review

Synergy Asset Management opened a new position in Valero Energy (VLO) in Q2 2026: 4,990 shares worth $1.3M. The stake represents 0.12% of the portfolio and ranks #106 among its holdings. This is a return to the name: Synergy Asset Management previously reported a position in VLO as recently as Q4 2024.

Synergy Asset Management first reported a position in VLO in Q3 2022 and has held it in 3 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Synergy Asset Management held 4,990 shares of Valero Energy worth $1.3M as of Q2 2026.
  • Valero Energy was a new Synergy Asset Management position in Q2 2026.
  • Valero Energy made up 0.12% of Synergy Asset Management's portfolio in Q2 2026, its #106 holding.
  • Synergy Asset Management first reported a position in Valero Energy in Q3 2022 and has held it in 3 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.