Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Valero Energy VLO Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$56.5M Sell
217,616
-112,259
-34% -$27.6M 0.09% 199
2026
Q1 		$81.3M Sell
329,875
-43,403
-12% -$8.95M 0.14% 133
2025
Q4 		$61.2M Sell
373,278
-11,708
-3% -$1.98M 0.1% 173
2025
Q3 		$65.5M Sell
384,986
-86,483
-18% -$12.9M 0.11% 168
2025
Q2 		$63.4M Sell
471,469
-10,660
-2% -$1.33M 0.11% 176
2025
Q1 		$63.7M Sell
482,129
-320,349
-40% -$42.5M 0.13% 160
2024
Q4 		$98.4M Buy
+802,478
New +$107M 0.19% 107

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's VLO Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Valero Energy (VLO) stake by 34% in Q2 2026, selling an estimated $27.6M and leaving 217,616 shares worth $56.5M. The position accounts for 0.09% of the portfolio, ranked #199.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $98.4M in Q4 2024. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 217,616 shares of Valero Energy worth $56.5M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 112,259 Valero Energy shares in Q2 2026, an estimated $27.6M.
  • Valero Energy made up 0.09% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #199 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Valero Energy position peaked at $98.4M in Q4 2024.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.