Whitney & Co’s Valero Energy VLO Stock Holding History

Whitney & Co’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	$236K	Buy	908 +8	+0.9%	+$1.97K	0.02%	163
2026 Q1	$222K	Buy	+900	New	+$186K	0.02%	159
2018 Q4	–	Sell	-1,459	Closed	-$129K	–	456
2018 Q3	$129K	Hold	1,459	–	–	0.03%	127
2018 Q2	$162K	Hold	1,459	–	–	0.04%	113
2018 Q1	$135K	Buy	+1,459	New	+$136K	0.04%	119

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Whitney & Co's VLO Position: Q2 2026 in Review

Whitney & Co increased its Valero Energy (VLO) stake by 0.89% in Q2 2026, buying an estimated $1.97K and bringing the position to 908 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #163.

Whitney & Co first reported a position in VLO in Q1 2018 and has held it in 5 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Whitney & Co held 908 shares of Valero Energy worth $236K as of Q2 2026.
Whitney & Co bought 8 Valero Energy shares in Q2 2026, an estimated $1.97K.
Valero Energy made up 0.02% of Whitney & Co's portfolio in Q2 2026, its #163 holding.
Whitney & Co first reported a position in Valero Energy in Q1 2018 and has held it in 5 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.