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West Branch Capital’s Valero Energy VLO Stock Holding History

West Branch Capital’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 		$21.6K Hold
83
– – 0.01% 183
2026
Q1 		$20.5K Sell
83
-99
-54% -$20.4K 0.01% 177
2025
Q4 		$29.6K Sell
182
-58
-24% -$9.83K 0.01% 166
2025
Q3 		$40.9K Buy
240
+58
+32% +$8.65K 0.01% 154
2025
Q2 		$24.5K Hold
182
– – 0.01% 195
2025
Q1 		$24K Buy
182
+99
+119% +$13.1K 0.01% 204
2024
Q4 		$10.2K Hold
83
– – ﹤0.01% 267
2024
Q3 		$11.2K Buy
+83
New +$12.1K ﹤0.01% 258
2020
Q3 		– Sell
-3,622
Closed -$213K – 87
2020
Q2 		$213K Sell
3,622
-6,815
-65% -$407K 0.15% 81
2020
Q1 		$473K Sell
10,437
-2,119
-17% -$154K 0.45% 48
2019
Q4 		$1.18M Sell
12,556
-6,856
-35% -$648K 0.82% 38
2019
Q3 		$1.66M Buy
19,412
+2,261
+13% +$183K 1.23% 23
2019
Q2 		$1.47M Buy
17,151
+783
+5% +$64.6K 1.21% 24
2019
Q1 		$1.39M Buy
16,368
+2,441
+18% +$202K 1.24% 23
2018
Q4 		$1.04M Sell
13,927
-6,360
-31% -$559K 1.1% 29
2018
Q3 		$2.31M Buy
20,287
+308
+2% +$35K 1.71% 18
2018
Q2 		$2.21M Buy
19,979
+3,959
+25% +$444K 1.75% 17
2018
Q1 		$1.49M Buy
+16,020
New +$1.5M 1.63% 19

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

West Branch Capital's VLO Position: Q2 2026 in Review

West Branch Capital held its Valero Energy (VLO) position steady in Q2 2026 at 83 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #183.

West Branch Capital first reported a position in VLO in Q1 2018 and has held it in 18 quarters since. The position peaked at $2.31M in Q3 2018. 861 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • West Branch Capital held 83 shares of Valero Energy worth $21.6K as of Q2 2026.
  • West Branch Capital left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #183 holding.
  • West Branch Capital first reported a position in Valero Energy in Q1 2018 and has held it in 18 quarters since.
  • West Branch Capital's Valero Energy position peaked at $2.31M in Q3 2018.
  • 861 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.