EASTERN BANK VLO β€” VALERO ENERGY CORP

Ownership history in EASTERN BANK  Β·  5 quarters on record

AI Ownership Summary

EASTERN BANK reported VALERO ENERGY CORP (VLO) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows VLO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EASTERN BANK's position in VALERO ENERGY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VLO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EASTERN BANK held VLO β€” position size vs. price
% of Fund (quarterly)    VLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 425 +25 +6.2% 0.00% $111K 2026-07-01 $269.44
2026 Q1 REDUCED β€” β€” β€” 400 -2 -0.5% 0.00% $99K 2026-04-07 $250.30
2025 Q4 ADDED β€” β€” β€” 402 +2 +0.5% 0.00% $65K 2026-01-14 $184.50
2025 Q3 ADDED β€” β€” β€” 400 +348 +669.2% 0.00% $68K 2025-10-27 $171.39
2025 Q1 INITIATED β€” β€” β€” 52 β€” β€” 0.00% $7K 2025-05-08 $117.69

FAQ About EASTERN BANK and VLO

These are the practical questions this page is built to answer before you even open the full history table.

How long has EASTERN BANK reported owning VLO?

EASTERN BANK reported VLO across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported VLO position in EASTERN BANK's portfolio?

The largest reported portfolio weight for VLO was 0.00% in 2026 Q1.

What is the latest reported VLO position on this page?

The most recent filing on this page is 2026 Q2, when EASTERN BANK reported 425 shares, equal to 0.00% of portfolio, with an estimated market value of $111K.

What does the chart on this VLO ownership page compare?

The chart compares EASTERN BANK's quarterly VLO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EASTERN BANK time their VLO position?

Based on 13F filing dates vs. subsequent VLO price moves, EASTERN BANK correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on VLO relative to SPY over the holding period was +59.1%.

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