Tidemark’s Valero Energy VLO Stock Holding History

Tidemark’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	$20.3K	Hold	78	–	–	﹤0.01%	418
2026 Q1	$19.3K	Hold	78	–	–	﹤0.01%	373
2025 Q4	$12.7K	Hold	78	–	–	﹤0.01%	404
2025 Q3	$13.3K	Hold	78	–	–	﹤0.01%	422
2025 Q2	$10.5K	Sell	78 -79	-50%	-$9.85K	﹤0.01%	444
2025 Q1	$20.7K	Hold	157	–	–	0.01%	340
2024 Q4	$19.2K	Hold	157	–	–	0.01%	352
2024 Q3	$21.2K	Hold	157	–	–	0.01%	332
2024 Q2	$24.6K	Hold	157	–	–	0.01%	299
2024 Q1	$26.8K	Hold	157	–	–	0.01%	302
2023 Q4	$20.4K	Buy	+157	New	+$20K	0.01%	327

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tidemark's VLO Position: Q2 2026 in Review

Tidemark held its Valero Energy (VLO) position steady in Q2 2026 at 78 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Tidemark first reported a position in VLO in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.8K in Q1 2024. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Tidemark held 78 shares of Valero Energy worth $20.3K as of Q2 2026.
Tidemark left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #418 holding.
Tidemark first reported a position in Valero Energy in Q4 2023 and has held it in 11 quarters since.
Tidemark's Valero Energy position peaked at $26.8K in Q1 2024.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.