Capstone Investment Advisors
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Capstone Investment Advisors’s Valero Energy VLO Stock Holding History

Capstone Investment Advisors’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 		$840K Buy
3,400
+589
+21% +$121K ﹤0.01% 918
2025
Q4 		$458K Buy
+2,811
New +$476K ﹤0.01% 1174
2025
Q3 		– Sell
-8,429
Closed -$1.26M – 2085
2025
Q2 		$1.13M Buy
8,429
+158
+2% +$19.7K ﹤0.01% 814
2025
Q1 		$1.09M Sell
8,271
-20,792
-72% -$2.76M ﹤0.01% 863
2024
Q4 		$3.56M Buy
29,063
+21,460
+282% +$2.87M 0.01% 659
2024
Q3 		$1.03M Buy
+7,603
New +$1.1M ﹤0.01% 952
2023
Q4 		– Sell
-1,348
Closed -$172K – 2430
2023
Q3 		$191K Sell
1,348
-16,271
-92% -$2.13M ﹤0.01% 1827
2023
Q2 		$2.07M Buy
17,619
+16,519
+1,502% +$1.92M 0.01% 633
2023
Q1 		$154K Buy
+1,100
New +$148K ﹤0.01% 1314
2022
Q2 		– Sell
-1,476
Closed -$175K – 2132
2022
Q1 		$150K Buy
1,476
+810
+122% +$70.3K ﹤0.01% 1805
2021
Q4 		$50K Sell
666
-1,550
-70% -$115K ﹤0.01% 1712
2021
Q3 		$156K Buy
+2,216
New +$147K ﹤0.01% 1733
2021
Q1 		– Sell
-120,161
Closed -$8.17M – 1949
2020
Q4 		$6.8M Sell
120,161
-37,937
-24% -$1.86M 0.02% 502
2020
Q3 		$6.85M Buy
158,098
+73,923
+88% +$3.87M 0.04% 418
2020
Q2 		$4.95M Sell
84,175
-48,300
-36% -$2.89M 0.03% 435
2020
Q1 		$6.01M Buy
132,475
+125,700
+1,855% +$9.13M 0.1% 236
2019
Q4 		$634K Buy
6,775
+5,903
+677% +$558K ﹤0.01% 1100
2019
Q3 		$74K Sell
872
-17,950
-95% -$1.45M ﹤0.01% 1294
2019
Q2 		$1.61M Buy
18,822
+7,071
+60% +$584K 0.01% 799
2019
Q1 		$997K Sell
11,751
-685
-6% -$56.6K 0.01% 812
2018
Q4 		$932K Buy
12,436
+7,909
+175% +$695K 0.01% 637
2018
Q3 		$515K Buy
4,527
+748
+20% +$84.9K 0.01% 789
2018
Q2 		$419K Buy
+3,779
New +$424K 0.01% 505
2017
Q1 		– Sell
-5,198
Closed -$355K – 1135
2016
Q4 		$355K Buy
+5,198
New +$320K 0.01% 684
2016
Q3 		– Sell
-77,050
Closed -$3.93M – 923
2016
Q2 		$3.93M Buy
+77,050
New +$4.36M 0.08% 160

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capstone Investment Advisors's VLO Position: Q1 2026 in Review

Capstone Investment Advisors increased its Valero Energy (VLO) stake by 21% in Q1 2026, buying an estimated $121K and bringing the position to 3,400 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Capstone Investment Advisors first reported a position in VLO in Q2 2016 and has held it in 25 quarters since. The position peaked at $6.85M in Q3 2020. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Capstone Investment Advisors held 3,400 shares of Valero Energy worth $840K as of Q1 2026.
  • Capstone Investment Advisors bought 589 Valero Energy shares in Q1 2026, an estimated $121K.
  • Valero Energy made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #918 holding.
  • Capstone Investment Advisors first reported a position in Valero Energy in Q2 2016 and has held it in 25 quarters since.
  • Capstone Investment Advisors's Valero Energy position peaked at $6.85M in Q3 2020.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.