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Choate Investment Advisors’s Valero Energy VLO Stock Holding History

Choate 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 		$692K Buy
+2,799
New +$577K 0.01% 270
2025
Q4 		– Sell
-1,226
Closed -$209K – 462
2025
Q3 		$209K Buy
+1,226
New +$183K ﹤0.01% 407
2024
Q2 		– Sell
-1,487
Closed -$254K – 410
2024
Q1 		$254K Sell
1,487
-426
-22% -$61K 0.01% 356
2023
Q4 		$249K Buy
1,913
+479
+33% +$60.9K 0.01% 330
2023
Q3 		$203K Buy
+1,434
New +$188K 0.01% 346
2018
Q2 		– Sell
-2,351
Closed -$218K – 238
2018
Q1 		$218K Sell
2,351
-100
-4% -$9.33K 0.01% 220
2017
Q4 		$225K Sell
2,451
-359
-13% -$29.6K 0.01% 225
2017
Q3 		$216K Buy
+2,810
New +$194K 0.01% 234
2017
Q2 		– Sell
-4,828
Closed -$320K – 254
2017
Q1 		$320K Sell
4,828
-19
-0.4% -$1.27K 0.02% 204
2016
Q4 		$331K Buy
+4,847
New +$298K 0.02% 189
2016
Q2 		– Sell
-5,349
Closed -$343K – 252
2016
Q1 		$343K Buy
+5,349
New +$340K 0.02% 186

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

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

Choate Investment Advisors opened a new position in Valero Energy (VLO) in Q1 2026: 2,799 shares worth $692K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Choate Investment Advisors previously reported a position in VLO as recently as Q3 2025.

Choate Investment Advisors first reported a position in VLO in Q1 2016 and has held it in 11 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Choate Investment Advisors held 2,799 shares of Valero Energy worth $692K as of Q1 2026.
  • Valero Energy was a new Choate Investment Advisors position in Q1 2026.
  • Valero Energy made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #270 holding.
  • Choate Investment Advisors first reported a position in Valero Energy in Q1 2016 and has held it in 11 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

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