Athena Investment Management’s Valero Energy VLO Stock Holding History

Athena Investment Management’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	$261K	Buy	+1,058	New	+$218K	0.14%	131
2025 Q4	–	Sell	-1,320	Closed	-$225K	–	159
2025 Q3	$225K	Sell	1,320 -188	-12%	-$28K	0.12%	146
2025 Q2	$203K	Buy	+1,508	New	+$188K	0.11%	150
2024 Q4	–	Sell	-1,515	Closed	-$205K	–	157
2024 Q3	$205K	Hold	1,515	–	–	0.12%	147
2024 Q2	$237K	Sell	1,515 -35	-2%	-$5.65K	0.14%	129
2024 Q1	$265K	Sell	1,550 -77	-5%	-$11K	0.16%	127
2023 Q4	$212K	Hold	1,627	–	–	0.14%	136
2023 Q3	$231K	Buy	+1,627	New	+$213K	0.17%	124
2023 Q2	–	Sell	-1,627	Closed	-$227K	–	139
2023 Q1	$227K	Sell	1,627 -6	-0.4%	-$806	0.16%	129
2022 Q4	$207K	Buy	+1,633	New	+$205K	0.15%	133

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

Athena Investment Management's VLO Position: Q1 2026 in Review

Athena Investment Management opened a new position in Valero Energy (VLO) in Q1 2026: 1,058 shares worth $261K. The stake represents 0.14% of the portfolio and ranks #131 among its holdings. This is a return to the name: Athena Investment Management previously reported a position in VLO as recently as Q3 2025.

Athena Investment Management first reported a position in VLO in Q4 2022 and has held it in 10 quarters since. The position peaked at $265K in Q1 2024. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Athena Investment Management held 1,058 shares of Valero Energy worth $261K as of Q1 2026.
Valero Energy was a new Athena Investment Management position in Q1 2026.
Valero Energy made up 0.14% of Athena Investment Management's portfolio in Q1 2026, its #131 holding.
Athena Investment Management first reported a position in Valero Energy in Q4 2022 and has held it in 10 quarters since.
Athena Investment Management's Valero Energy position peaked at $265K in Q1 2024.
1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.