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Clarius Group LLC’s Valero Energy VLO Stock Holding History

Clarius Group LLC’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
2025
Q4 		$281K Hold
1,728
– – 0.02% 305
2025
Q3 		$294K Sell
1,728
-2,586
-60% -$386K 0.02% 302
2025
Q2 		$580K Sell
4,314
-324
-7% -$40.4K 0.03% 225
2025
Q1 		$613K Sell
4,638
-281
-6% -$37.3K 0.04% 208
2024
Q4 		$603K Buy
4,919
+206
+4% +$27.6K 0.04% 186
2024
Q3 		$639K Sell
4,713
-141
-3% -$20.5K 0.04% 177
2024
Q2 		$761K Sell
4,854
-207
-4% -$33.4K 0.05% 153
2024
Q1 		$864K Sell
5,061
-553
-10% -$79.2K 0.06% 142
2023
Q4 		$730K Sell
5,614
-235
-4% -$29.9K 0.06% 174
2023
Q3 		$829K Sell
5,849
-706
-11% -$92.5K 0.08% 132
2023
Q2 		$769K Buy
6,555
+114
+2% +$13.2K 0.06% 181
2023
Q1 		$899K Sell
6,441
-546
-8% -$73.3K 0.08% 144
2022
Q4 		$886K Sell
6,987
-23
-0.3% -$2.89K 0.08% 149
2022
Q3 		$749K Sell
7,010
-67
-0.9% -$7.37K 0.07% 156
2022
Q2 		$752K Buy
7,077
+25
+0.4% +$2.96K 0.08% 160
2022
Q1 		$530K Hold
7,052
– – 0.04% 227
2021
Q4 		$530K Sell
7,052
-30
-0.4% -$2.23K 0.04% 227
2021
Q3 		$500K Buy
7,082
+424
+6% +$28.2K 0.04% 212
2021
Q2 		$520K Buy
6,658
+167
+3% +$12.9K 0.05% 203
2021
Q1 		$465K Buy
6,491
+1,728
+36% +$117K 0.05% 203
2020
Q4 		$269K Buy
+4,763
New +$234K 0.03% 281
2020
Q3 		– Sell
-4,292
Closed -$252K – 319
2020
Q2 		$252K Sell
4,292
-1,459
-25% -$87.2K 0.04% 233
2020
Q1 		$261K Buy
5,751
+2,297
+67% +$167K 0.05% 198
2019
Q4 		$319K Buy
3,454
+200
+6% +$18.9K 0.05% 195
2019
Q3 		$277K Sell
3,254
-245
-7% -$19.8K 0.05% 204
2019
Q2 		$300K Buy
3,499
+961
+38% +$79.3K 0.06% 173
2019
Q1 		$215K Buy
+2,538
New +$210K 0.05% 195

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Clarius Group LLC's VLO Position: Q4 2025 in Review

Clarius Group LLC held its Valero Energy (VLO) position steady in Q4 2025 at 1,728 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #305.

Clarius Group LLC first reported a position in VLO in Q1 2019 and has held it in 27 quarters since. The position peaked at $899K in Q1 2023. 1,622 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

  • Clarius Group LLC held 1,728 shares of Valero Energy worth $281K as of Q4 2025.
  • Clarius Group LLC left its Valero Energy share count unchanged in Q4 2025.
  • Valero Energy made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #305 holding.
  • Clarius Group LLC first reported a position in Valero Energy in Q1 2019 and has held it in 27 quarters since.
  • Clarius Group LLC's Valero Energy position peaked at $899K in Q1 2023.
  • 1,622 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.