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Westbourne Investment Advisors’s Valero Energy VLO Stock Holding History

Westbourne Investment Advisors’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 		$13.2M Sell
50,530
-4,771
-9% -$1.17M 3.63% 9
2026
Q1 		$13.7M Sell
55,301
-2,013
-4% -$415K 3.98% 7
2025
Q4 		$9.33M Sell
57,314
-1,256
-2% -$213K 2.57% 11
2025
Q3 		$9.97M Buy
58,570
+1,062
+2% +$158K 2.78% 10
2025
Q2 		$7.73M Buy
57,508
+1,379
+2% +$172K 2.35% 12
2025
Q1 		$7.41M Buy
56,129
+1,084
+2% +$144K 2.63% 11
2024
Q4 		$6.75M Buy
55,045
+7,014
+15% +$938K 2.31% 14
2024
Q3 		$6.49M Buy
48,031
+816
+2% +$118K 2.27% 14
2024
Q2 		$7.4M Buy
47,215
+348
+0.7% +$56.2K 2.68% 10
2024
Q1 		$8M Buy
46,867
+1,350
+3% +$193K 2.94% 9
2023
Q4 		$5.92M Buy
45,517
+233
+0.5% +$29.6K 2.37% 13
2023
Q3 		$6.42M Sell
45,284
-622
-1% -$81.5K 2.95% 8
2023
Q2 		$5.38M Buy
45,906
+864
+2% +$100K 2.41% 12
2023
Q1 		$6.29M Sell
45,042
-873
-2% -$117K 3.04% 8
2022
Q4 		$5.83M Sell
45,915
-973
-2% -$122K 2.94% 8
2022
Q3 		$5.01M Sell
46,888
-2,410
-5% -$265K 2.66% 10
2022
Q2 		$5.24M Sell
49,298
-13,796
-22% -$1.63M 3.25% 9
2022
Q1 		$6.41M Sell
63,094
-104
-0.2% -$9.02K 2.65% 11
2021
Q4 		$4.75M Buy
63,198
+2,898
+5% +$216K 1.87% 18
2021
Q3 		$4.25M Buy
60,300
+3,024
+5% +$201K 1.94% 19
2021
Q2 		$4.47M Buy
57,276
+1,162
+2% +$90K 2.03% 18
2021
Q1 		$4.02M Sell
56,114
-1,585
-3% -$108K 2% 20
2020
Q4 		$3.26M Buy
+57,699
New +$2.83M 1.91% 18
2020
Q2 		– Sell
-21,278
Closed -$965K – 82
2020
Q1 		$965K Buy
21,278
+10,695
+101% +$777K 0.89% 33
2019
Q4 		$991K Buy
10,583
+4,578
+76% +$433K 0.68% 42
2019
Q3 		$512K Buy
+6,005
New +$485K 0.38% 61

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

Westbourne Investment Advisors's VLO Position: Q2 2026 in Review

Westbourne Investment Advisors reduced its Valero Energy (VLO) stake by 8.6% in Q2 2026, selling an estimated $1.17M and leaving 50,530 shares worth $13.2M. The position accounts for 3.63% of the portfolio, ranked #9.

Westbourne Investment Advisors first reported a position in VLO in Q3 2019 and has held it in 26 quarters since. The position peaked at $13.7M in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Westbourne Investment Advisors held 50,530 shares of Valero Energy worth $13.2M as of Q2 2026.
  • Westbourne Investment Advisors sold 4,771 Valero Energy shares in Q2 2026, an estimated $1.17M.
  • Valero Energy made up 3.63% of Westbourne Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Westbourne Investment Advisors first reported a position in Valero Energy in Q3 2019 and has held it in 26 quarters since.
  • Westbourne Investment Advisors's Valero Energy position peaked at $13.7M in Q1 2026.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.