Capstone Investment Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.63M | Buy |
6,600
+3,100
| +89% | +$639K | ﹤0.01% | 700 |
|
|
2025
Q4 | $570K | Sell |
3,500
-2,700
| -44% | -$457K | ﹤0.01% | 1104 |
|
|
2025
Q3 | $1.06M | Buy |
6,200
+2,300
| +59% | +$343K | ﹤0.01% | 995 |
|
|
2025
Q2 | $524K | Sell |
3,900
-5,500
| -59% | -$685K | ﹤0.01% | 1122 |
|
|
2025
Q1 | $1.24M | Sell |
9,400
-30,800
| -77% | -$4.09M | ﹤0.01% | 821 |
|
|
2024
Q4 | $4.93M | Buy |
40,200
+8,900
| +28% | +$1.19M | 0.01% | 545 |
|
|
2024
Q3 | $4.23M | Buy |
31,300
+1,400
| +5% | +$203K | 0.01% | 506 |
|
|
2024
Q2 | $4.69M | Buy |
29,900
+900
| +3% | +$145K | 0.01% | 474 |
|
|
2024
Q1 | $4.95M | Sell |
29,000
-16,300
| -36% | -$2.34M | 0.02% | 445 |
|
|
2023
Q4 | $5.89M | Buy |
45,300
+23,200
| +105% | +$2.95M | 0.02% | 479 |
|
|
2023
Q3 | $3.13M | Buy |
22,100
+2,600
| +13% | +$341K | 0.01% | 568 |
|
|
2023
Q2 | $2.29M | Buy |
19,500
+2,200
| +13% | +$256K | 0.01% | 600 |
|
|
2023
Q1 | $2.42M | Buy |
17,300
+12,400
| +253% | +$1.67M | 0.01% | 539 |
|
|
2022
Q4 | $622K | Sell |
4,900
-26,200
| -84% | -$3.29M | ﹤0.01% | 1068 |
|
|
2022
Q3 | $3.32M | Sell |
31,100
-900
| -3% | -$99K | 0.02% | 541 |
|
|
2022
Q2 | $3.4M | Sell |
32,000
-24,600
| -43% | -$2.91M | 0.02% | 541 |
|
|
2022
Q1 | $5.75M | Sell |
56,600
-27,900
| -33% | -$2.42M | 0.02% | 652 |
|
|
2021
Q4 | $6.35M | Sell |
84,500
-6,100
| -7% | -$454K | 0.01% | 750 |
|
|
2021
Q3 | $6.39M | Sell |
90,600
-5,800
| -6% | -$386K | 0.01% | 770 |
|
|
2021
Q2 | $7.53M | Buy |
96,400
+4,500
| +5% | +$348K | 0.02% | 612 |
|
|
2021
Q1 | $6.58M | Buy |
91,900
+27,300
| +42% | +$1.86M | 0.02% | 578 |
|
|
2020
Q4 | $3.65M | Sell |
64,600
-8,500
| -12% | -$417K | 0.01% | 697 |
|
|
2020
Q3 | $3.17M | Buy |
73,100
+6,500
| +10% | +$340K | 0.02% | 659 |
|
|
2020
Q2 | $3.92M | Buy |
66,600
+2,400
| +4% | +$143K | 0.03% | 504 |
|
|
2020
Q1 | $2.91M | Sell |
64,200
-23,200
| -27% | -$1.69M | 0.05% | 412 |
|
|
2019
Q4 | $8.19M | Buy |
87,400
+9,600
| +12% | +$907K | 0.04% | 411 |
|
|
2019
Q3 | $6.63M | Buy |
77,800
+9,300
| +14% | +$752K | 0.05% | 369 |
|
|
2019
Q2 | $5.86M | Buy |
68,500
+42,200
| +160% | +$3.48M | 0.04% | 421 |
|
|
2019
Q1 | $2.23M | Buy |
26,300
+13,100
| +99% | +$1.08M | 0.02% | 564 |
|
|
2018
Q4 | $990K | Buy |
13,200
+5,900
| +81% | +$518K | 0.01% | 607 |
|
|
2018
Q3 | $830K | Buy |
7,300
+7,100
| +3,550% | +$806K | 0.01% | 658 |
|
|
2018
Q2 | $22K | Buy |
+200
| New | +$22.4K | ﹤0.01% | 668 |
|
Other funds holding VLO
VCM
VPM
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. 1,861 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.
- 1,861 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.