Alta Advisers’s Valero Energy VLO Stock Holding History

Alta Advisers’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 Q1	$282K	Buy	+1,142	New	+$235K	0.1%	146
2025 Q4	–	Sell	-1,742	Closed	-$297K	–	244
2025 Q3	$297K	Hold	1,742	–	–	0.09%	177
2025 Q2	$234K	Hold	1,742	–	–	0.08%	211
2025 Q1	$230K	Buy	+1,742	New	+$231K	0.1%	203
2024 Q4	–	Sell	-1,200	Closed	-$162K	–	394
2024 Q3	$162K	Hold	1,200	–	–	0.07%	189
2024 Q2	$188K	Hold	1,200	–	–	0.09%	144
2024 Q1	$205K	Hold	1,200	–	–	0.1%	127
2023 Q4	$156K	Hold	1,200	–	–	0.08%	157
2023 Q3	$170K	Hold	1,200	–	–	0.1%	124
2023 Q2	$141K	Hold	1,200	–	–	0.08%	159
2023 Q1	$168K	Hold	1,200	–	–	0.1%	124
2022 Q4	$152K	Hold	1,200	–	–	0.09%	136
2022 Q3	$128K	Buy	+1,200	New	+$132K	0.08%	152

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alta Advisers's VLO Position: Q1 2026 in Review

Alta Advisers opened a new position in Valero Energy (VLO) in Q1 2026: 1,142 shares worth $282K. The stake represents 0.1% of the portfolio and ranks #146 among its holdings. This is a return to the name: Alta Advisers previously reported a position in VLO as recently as Q3 2025.

Alta Advisers first reported a position in VLO in Q3 2022 and has held it in 13 quarters since. The position peaked at $297K in Q3 2025. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Alta Advisers held 1,142 shares of Valero Energy worth $282K as of Q1 2026.
Valero Energy was a new Alta Advisers position in Q1 2026.
Valero Energy made up 0.1% of Alta Advisers's portfolio in Q1 2026, its #146 holding.
Alta Advisers first reported a position in Valero Energy in Q3 2022 and has held it in 13 quarters since.
Alta Advisers's Valero Energy position peaked at $297K in Q3 2025.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.