Brandywine Global Investment Management’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$36M Sell
221,002
-4,928
-2% -$835K 0.24% 115
2025
Q3
$38.5M Sell
225,930
-212,505
-48% -$31.7M 0.26% 112
2025
Q2
$58.9M Sell
438,435
-37,795
-8% -$4.71M 0.42% 61
2025
Q1
$62.9M Buy
476,230
+274,500
+136% +$36.4M 0.45% 51
2024
Q4
$24.7M Sell
201,730
-208,115
-51% -$27.8M 0.18% 140
2024
Q3
$57.9M Buy
409,845
+31,574
+8% +$4.58M 0.39% 70
2024
Q2
$59.3M Buy
378,271
+14,055
+4% +$2.27M 0.44% 56
2024
Q1
$62.2M Sell
364,216
-3,461
-0.9% -$496K 0.45% 57
2023
Q4
$47.8M Sell
367,677
-10,930
-3% -$1.39M 0.38% 77
2023
Q3
$53.7M Buy
378,607
+155,035
+69% +$20.3M 0.47% 58
2023
Q2
$26.2M Sell
223,572
-24,790
-10% -$2.88M 0.22% 119
2023
Q1
$34.7M Sell
248,362
-15,439
-6% -$2.07M 0.28% 105
2022
Q4
$33.5M Sell
263,801
-17,783
-6% -$2.23M 0.26% 112
2022
Q3
$30.1M Sell
281,584
-4,410
-2% -$485K 0.28% 101
2022
Q2
$30.4M Sell
285,994
-20,423
-7% -$2.42M 0.26% 115
2022
Q1
$31.1M Sell
306,417
-14,053
-4% -$1.22M 0.23% 123
2021
Q4
$24.1M Sell
320,470
-6,564
-2% -$489K 0.17% 141
2021
Q3
$23.1M Sell
327,034
-21,142
-6% -$1.41M 0.17% 141
2021
Q2
$27.2M Sell
348,176
-13,389
-4% -$1.04M 0.2% 132
2021
Q1
$25.9M Sell
361,565
-27,116
-7% -$1.84M 0.2% 137
2020
Q4
$22M Buy
388,681
+318,420
+453% +$15.6M 0.18% 142
2020
Q3
$3.04M Sell
70,261
-263,235
-79% -$13.8M 0.03% 409
2020
Q2
$19.6M Buy
333,496
+330,569
+11,294% +$19.7M 0.2% 121
2020
Q1
$133K Sell
2,927
-361,357
-99% -$26.3M ﹤0.01% 616
2019
Q4
$34.7M Buy
364,284
+488
+0.1% +$46.1K 0.24% 98
2019
Q3
$31M Buy
363,796
+363,452
+105,655% +$29.4M 0.23% 99
2019
Q2
$30K Sell
344
-62,212
-99% -$5.14M ﹤0.01% 728
2019
Q1
$5.31M Sell
62,556
-398,148
-86% -$32.9M 0.04% 373
2018
Q4
$34.5M Buy
460,704
+76,390
+20% +$6.71M 0.26% 93
2018
Q3
$43.7M Sell
384,314
-12,499
-3% -$1.42M 0.27% 91
2018
Q2
$44M Sell
396,813
-53,281
-12% -$5.98M 0.28% 92
2018
Q1
$41.8M Buy
450,094
+46,377
+11% +$4.33M 0.26% 92
2017
Q4
$37.1M Buy
403,717
+11,817
+3% +$975K 0.22% 102
2017
Q3
$30.1M Sell
391,900
-14,110
-3% -$972K 0.19% 114
2017
Q2
$27.4M Buy
406,010
+3,710
+0.9% +$241K 0.17% 115
2017
Q1
$26.7M Buy
402,300
+242,756
+152% +$16.2M 0.17% 116
2016
Q4
$10.9M Sell
159,544
-103,271
-39% -$6.36M 0.07% 251
2016
Q3
$13.9M Sell
262,815
-375,335
-59% -$20M 0.09% 193
2016
Q2
$32.5M Buy
638,150
+11,207
+2% +$634K 0.22% 100
2016
Q1
$40.2M Buy
626,943
+21,201
+4% +$1.35M 0.26% 90
2015
Q4
$42.8M Buy
605,742
+101,084
+20% +$6.89M 0.27% 88
2015
Q3
$30.3M Sell
504,658
-327
-0.1% -$20.8K 0.2% 107
2015
Q2
$31.6M Buy
504,985
+14,231
+3% +$840K 0.2% 102
2015
Q1
$31.2M Buy
490,754
+8,608
+2% +$480K 0.2% 101
2014
Q4
$23.9M Buy
482,146
+125,684
+35% +$6.09M 0.16% 132
2014
Q3
$16.5M Buy
356,462
+56,650
+19% +$2.86M 0.12% 147
2014
Q2
$15M Buy
299,812
+35,426
+13% +$1.95M 0.12% 144
2014
Q1
$14M Buy
264,386
+14,905
+6% +$763K 0.12% 150
2013
Q4
$12.6M Buy
249,481
+9,413
+4% +$397K 0.12% 152
2013
Q3
$8.2M Buy
240,068
+3,741
+2% +$132K 0.08% 231
2013
Q2
$8.22M Buy
+236,327
New +$9.01M 0.08% 212

Other funds holding VLO

Brandywine Global Investment Management's VLO Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Valero Energy (VLO) stake by 2.2% in Q4 2025, selling an estimated $835K and leaving 221,002 shares worth $36M. The position accounts for 0.24% of the portfolio, ranked #115.

Brandywine Global Investment Management first reported a position in VLO in Q2 2013 and has held it in 51 quarters since. The position peaked at $62.9M in Q1 2025. 1,621 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

  • Brandywine Global Investment Management held 221,002 shares of Valero Energy worth $36M as of Q4 2025.
  • Brandywine Global Investment Management sold 4,928 Valero Energy shares in Q4 2025, an estimated $835K.
  • Valero Energy made up 0.24% of Brandywine Global Investment Management's portfolio in Q4 2025, its #115 holding.
  • Brandywine Global Investment Management first reported a position in Valero Energy in Q2 2013 and has held it in 51 quarters since.
  • Brandywine Global Investment Management's Valero Energy position peaked at $62.9M in Q1 2025.
  • 1,621 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.