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Whelan Financial’s Valero Energy VLO Stock Holding History

Whelan Financial’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 		$211K Buy
+811
New +$200K 0.06% 98
2026
Q1 		– Sell
-1,386
Closed -$226K – 98
2025
Q4 		$226K Buy
1,386
+8
+0.6% +$1.35K 0.07% 85
2025
Q3 		$235K Buy
+1,378
New +$206K 0.07% 86

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

Whelan Financial's VLO Position: Q2 2026 in Review

Whelan Financial opened a new position in Valero Energy (VLO) in Q2 2026: 811 shares worth $211K. The stake represents 0.06% of the portfolio and ranks #98 among its holdings. This is a return to the name: Whelan Financial previously reported a position in VLO as recently as Q4 2025.

Whelan Financial first reported a position in VLO in Q3 2025 and has held it in 3 quarters since. The position peaked at $235K in Q3 2025. 877 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Whelan Financial held 811 shares of Valero Energy worth $211K as of Q2 2026.
  • Valero Energy was a new Whelan Financial position in Q2 2026.
  • Valero Energy made up 0.06% of Whelan Financial's portfolio in Q2 2026, its #98 holding.
  • Whelan Financial first reported a position in Valero Energy in Q3 2025 and has held it in 3 quarters since.
  • Whelan Financial's Valero Energy position peaked at $235K in Q3 2025.
  • 877 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.