Trust Point Inc’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
$260K Sell
999
-197
-16% -$48.5K 0.02% 385
2026
Q1
$296K Buy
+1,196
New +$247K 0.03% 390
2025
Q4
Sell
-1,216
Closed -$207K 504
2025
Q3
$207K Buy
+1,216
New +$181K 0.02% 461
2024
Q2
Sell
-1,231
Closed -$210K 533
2024
Q1
$210K Buy
+1,231
New +$176K 0.02% 498

Other funds holding VLO

Trust Point Inc's VLO Position: Q2 2026 in Review

Trust Point Inc reduced its Valero Energy (VLO) stake by 16% in Q2 2026, selling an estimated $48.5K and leaving 999 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #385.

Trust Point Inc first reported a position in VLO in Q1 2024 and has held it in 4 quarters since. The position peaked at $296K in Q1 2026. 601 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Trust Point Inc held 999 shares of Valero Energy worth $260K as of Q2 2026.
  • Trust Point Inc sold 197 Valero Energy shares in Q2 2026, an estimated $48.5K.
  • Valero Energy made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #385 holding.
  • Trust Point Inc first reported a position in Valero Energy in Q1 2024 and has held it in 4 quarters since.
  • Trust Point Inc's Valero Energy position peaked at $296K in Q1 2026.
  • 601 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.