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Synergy Investment Management’s Valero Energy VLO Stock Holding History

Synergy Investment Management’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 		$67.5K Buy
255
+199
+355% +$49K 0.02% 333
2026
Q1 		$13.8K Buy
+56
New +$11.5K ﹤0.01% 455
2025
Q2 		– Sell
-34
Closed -$4.49K – 550
2025
Q1 		$4.49K Hold
34
– – ﹤0.01% 467
2024
Q4 		$4.17K Buy
+34
New +$4.55K ﹤0.01% 485

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

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

Synergy Investment Management increased its Valero Energy (VLO) stake by 355% in Q2 2026, buying an estimated $49K and bringing the position to 255 shares worth $67.5K. The position accounts for 0.02% of the portfolio, ranked #333.

Synergy Investment Management first reported a position in VLO in Q4 2024 and has held it in 4 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Synergy Investment Management held 255 shares of Valero Energy worth $67.5K as of Q2 2026.
  • Synergy Investment Management bought 199 Valero Energy shares in Q2 2026, an estimated $49K.
  • Valero Energy made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #333 holding.
  • Synergy Investment Management first reported a position in Valero Energy in Q4 2024 and has held it in 4 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.