Cladis Investment Advisory’s Valero Energy VLO Stock Holding History

Cladis Investment Advisory’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	$848K	Hold	3,434	–	–	0.47%	72
2025 Q4	$559K	Sell	3,434 -16	-0.5%	-$2.71K	0.31%	90
2025 Q3	$587K	Hold	3,450	–	–	0.34%	81
2025 Q2	$464K	Buy	3,450 +50	+1%	+$6.23K	0.29%	94
2025 Q1	$449K	Sell	3,400 -50	-1%	-$6.63K	0.32%	85
2024 Q4	$423K	Hold	3,450	–	–	0.3%	86
2024 Q3	$466K	Hold	3,450	–	–	0.32%	83
2024 Q2	$541K	Sell	3,450 -188	-5%	-$30.3K	0.39%	75
2024 Q1	$621K	Sell	3,638 -100	-3%	-$14.3K	0.46%	69
2023 Q4	$486K	Hold	3,738	–	–	0.38%	75
2023 Q3	$530K	Hold	3,738	–	–	0.46%	65
2023 Q2	$438K	Buy	3,738 +113	+3%	+$13.1K	0.38%	76
2023 Q1	$506K	Sell	3,625 -650	-15%	-$87.3K	0.45%	72
2022 Q4	$542K	Sell	4,275 -50	-1%	-$6.28K	0.54%	61
2022 Q3	$462K	Sell	4,325 -350	-7%	-$38.5K	0.5%	66
2022 Q2	$497K	Sell	4,675 -7,525	-62%	-$891K	0.5%	67
2022 Q1	$1.24M	Sell	12,200 -8,450	-41%	-$733K	1%	29
2021 Q4	$1.55M	Buy	+20,650	New	+$1.54M	1.24%	22

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cladis Investment Advisory's VLO Position: Q1 2026 in Review

Cladis Investment Advisory held its Valero Energy (VLO) position steady in Q1 2026 at 3,434 shares worth $848K. The position accounts for 0.47% of the portfolio, ranked #72.

Cladis Investment Advisory first reported a position in VLO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.55M in Q4 2021. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Cladis Investment Advisory held 3,434 shares of Valero Energy worth $848K as of Q1 2026.
Cladis Investment Advisory left its Valero Energy share count unchanged in Q1 2026.
Valero Energy made up 0.47% of Cladis Investment Advisory's portfolio in Q1 2026, its #72 holding.
Cladis Investment Advisory first reported a position in Valero Energy in Q4 2021 and has held it in 18 quarters since.
Cladis Investment Advisory's Valero Energy position peaked at $1.55M in Q4 2021.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

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