Westside Investment Management’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 | $112K | Sell |
430
-469
| -52% | -$115K | 0.01% | 411 |
|
|
2026
Q1 | $222K | Sell |
899
-1
| -0.1% | -$206 | 0.03% | 284 |
|
|
2025
Q4 | $147K | Buy |
900
+6
| +0.7% | +$1.02K | 0.02% | 323 |
|
|
2025
Q3 | $152K | Buy |
894
+4
| +0.4% | +$597 | 0.02% | 322 |
|
|
2025
Q2 | $120K | Buy |
890
+4
| +0.5% | +$498 | 0.02% | 317 |
|
|
2025
Q1 | $117K | Buy |
886
+203
| +30% | +$26.9K | 0.03% | 290 |
|
|
2024
Q4 | $83.7K | Buy |
683
+4
| +0.6% | +$535 | 0.02% | 330 |
|
|
2024
Q3 | $91.7K | Buy |
679
+104
| +18% | +$15.1K | 0.02% | 323 |
|
|
2024
Q2 | $90.2K | Buy |
575
+3
| +0.5% | +$484 | 0.02% | 315 |
|
|
2024
Q1 | $97.7K | Buy |
572
+133
| +30% | +$19.1K | 0.02% | 304 |
|
|
2023
Q4 | $57.1K | Buy |
439
+3
| +0.7% | +$382 | 0.01% | 340 |
|
|
2023
Q3 | $61.8K | Buy |
436
+4
| +0.9% | +$524 | 0.02% | 318 |
|
|
2023
Q2 | $50.8K | Buy |
432
+4
| +0.9% | +$465 | 0.01% | 347 |
|
|
2023
Q1 | $59.9K | Buy |
428
+3
| +0.7% | +$403 | 0.02% | 335 |
|
|
2022
Q4 | $53 | Buy |
425
+4
| +1% | +$502 | ﹤0.01% | 410 |
|
|
2022
Q3 | $45 | Buy |
421
+3
| +0.7% | +$330 | ﹤0.01% | 419 |
|
|
2022
Q2 | $44 | Buy |
418
+3
| +0.7% | +$355 | ﹤0.01% | 417 |
|
|
2022
Q1 | $42 | Buy |
415
+5
| +1% | +$434 | ﹤0.01% | 432 |
|
|
2021
Q4 | $30 | Buy |
410
+6
| +1% | +$447 | ﹤0.01% | 453 |
|
|
2021
Q3 | $28 | Buy |
404
+55
| +16% | +$3.66K | ﹤0.01% | 447 |
|
|
2021
Q2 | $27 | Sell |
349
-51
| -13% | -$3.95K | ﹤0.01% | 445 |
|
|
2021
Q1 | $28 | Buy |
400
+4
| +1% | +$272 | ﹤0.01% | 427 |
|
|
2020
Q4 | $22 | Sell |
396
-94
| -19% | -$4.61K | ﹤0.01% | 422 |
|
|
2020
Q3 | $21 | Buy |
490
+4
| +0.8% | +$210 | ﹤0.01% | 424 |
|
|
2020
Q2 | $28 | Buy |
486
+3
| +0.6% | +$179 | ﹤0.01% | 369 |
|
|
2020
Q1 | $21 | Buy |
+483
| New | +$35.1K | ﹤0.01% | 390 |
|
|
2019
Q2 | $40K | Buy |
+475
| New | +$39.2K | 0.01% | 328 |
|
|
2018
Q4 | $35.2K | Buy |
470
+3
| +0.6% | +$264 | 0.01% | 329 |
|
|
2018
Q3 | $3.29K | Buy |
467
+1
| +0.2% | +$114 | ﹤0.01% | 643 |
|
|
2018
Q2 | $50.9K | Buy |
466
+2
| +0.4% | +$224 | 0.02% | 294 |
|
|
2018
Q1 | $42.6K | Buy |
464
+1
| +0.2% | +$93 | 0.02% | 297 |
|
|
2017
Q4 | $43.6K | Buy |
463
+57
| +14% | +$4.7K | 0.02% | 298 |
|
|
2017
Q3 | $31.4K | Buy |
406
+2
| +0.5% | +$138 | 0.02% | 324 |
|
|
2017
Q2 | $27.5K | Buy |
404
+1
| +0.2% | +$65 | 0.02% | 338 |
|
|
2017
Q1 | $26.2K | Buy |
403
+3
| +0.8% | +$201 | 0.01% | 321 |
|
|
2016
Q4 | $26.8K | Buy |
+400
| New | +$24.6K | 0.02% | 245 |
|
Other funds holding VLO
Westside Investment Management's VLO Position: Q2 2026 in Review
Westside Investment Management reduced its Valero Energy (VLO) stake by 52% in Q2 2026, selling an estimated $115K and leaving 430 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #411.
Westside Investment Management first reported a position in VLO in Q4 2016 and has held it in 36 quarters since. The position peaked at $222K in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Westside Investment Management held 430 shares of Valero Energy worth $112K as of Q2 2026.
- Westside Investment Management sold 469 Valero Energy shares in Q2 2026, an estimated $115K.
- Valero Energy made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #411 holding.
- Westside Investment Management first reported a position in Valero Energy in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's Valero Energy position peaked at $222K in Q1 2026.
- 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.