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 | $4.77M | Buy |
19,300
+4,500
| +30% | +$928K | 0.01% | 429 |
|
|
2025
Q4 | $2.41M | Sell |
14,800
-7,900
| -35% | -$1.34M | ﹤0.01% | 560 |
|
|
2025
Q3 | $3.86M | Buy |
22,700
+7,700
| +51% | +$1.15M | 0.01% | 550 |
|
|
2025
Q2 | $2.02M | Sell |
15,000
-20,600
| -58% | -$2.57M | 0.01% | 640 |
|
|
2025
Q1 | $4.7M | Sell |
35,600
-52,600
| -60% | -$6.98M | 0.01% | 470 |
|
|
2024
Q4 | $10.8M | Buy |
88,200
+33,000
| +60% | +$4.41M | 0.03% | 342 |
|
|
2024
Q3 | $7.45M | Buy |
55,200
+4,800
| +10% | +$697K | 0.02% | 362 |
|
|
2024
Q2 | $7.9M | Buy |
50,400
+5,100
| +11% | +$823K | 0.02% | 347 |
|
|
2024
Q1 | $7.73M | Sell |
45,300
-52,100
| -53% | -$7.46M | 0.03% | 323 |
|
|
2023
Q4 | $12.7M | Buy |
97,400
+40,900
| +72% | +$5.2M | 0.04% | 294 |
|
|
2023
Q3 | $8.01M | Buy |
56,500
+2,700
| +5% | +$354K | 0.04% | 322 |
|
|
2023
Q2 | $6.31M | Buy |
53,800
+7,900
| +17% | +$918K | 0.03% | 335 |
|
|
2023
Q1 | $6.41M | Buy |
45,900
+28,900
| +170% | +$3.88M | 0.03% | 310 |
|
|
2022
Q4 | $2.16M | Buy |
17,000
+6,200
| +57% | +$778K | 0.02% | 682 |
|
|
2022
Q3 | $1.15M | Sell |
10,800
-2,800
| -21% | -$308K | 0.01% | 961 |
|
|
2022
Q2 | $1.45M | Sell |
13,600
-122,700
| -90% | -$14.5M | 0.01% | 884 |
|
|
2022
Q1 | $13.8M | Sell |
136,300
-257,500
| -65% | -$22.3M | 0.04% | 352 |
|
|
2021
Q4 | $29.6M | Buy |
393,800
+27,700
| +8% | +$2.06M | 0.05% | 324 |
|
|
2021
Q3 | $25.8M | Buy |
366,100
+14,200
| +4% | +$945K | 0.05% | 351 |
|
|
2021
Q2 | $27.5M | Buy |
351,900
+79,800
| +29% | +$6.18M | 0.06% | 285 |
|
|
2021
Q1 | $19.5M | Buy |
272,100
+15,000
| +6% | +$1.02M | 0.06% | 301 |
|
|
2020
Q4 | $14.5M | Buy |
257,100
+45,800
| +22% | +$2.25M | 0.05% | 310 |
|
|
2020
Q3 | $9.15M | Buy |
211,300
+15,100
| +8% | +$791K | 0.05% | 351 |
|
|
2020
Q2 | $11.5M | Sell |
196,200
-15,400
| -7% | -$920K | 0.08% | 228 |
|
|
2020
Q1 | $9.6M | Buy |
211,600
+12,700
| +6% | +$923K | 0.15% | 137 |
|
|
2019
Q4 | $18.6M | Buy |
198,900
+71,900
| +57% | +$6.79M | 0.1% | 218 |
|
|
2019
Q3 | $10.8M | Sell |
127,000
-15,200
| -11% | -$1.23M | 0.07% | 271 |
|
|
2019
Q2 | $12.2M | Buy |
142,200
+69,800
| +96% | +$5.76M | 0.09% | 242 |
|
|
2019
Q1 | $6.14M | Buy |
72,400
+32,800
| +83% | +$2.71M | 0.06% | 309 |
|
|
2018
Q4 | $2.97M | Buy |
39,600
+9,200
| +30% | +$808K | 0.04% | 364 |
|
|
2018
Q3 | $3.46M | Buy |
30,400
+19,300
| +174% | +$2.19M | 0.04% | 324 |
|
|
2018
Q2 | $1.23M | Buy |
+11,100
| New | +$1.25M | 0.02% | 352 |
|
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. 1,860 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.