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Claro Advisors’s Valero Energy VLO Stock Holding History

Claro 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 		$355K Buy
+1,436
New +$296K 0.04% 327
2025
Q2 		– Sell
-3,677
Closed -$486K – 517
2025
Q1 		$486K Buy
3,677
+7
+0.2% +$929 0.07% 271
2024
Q4 		$450K Sell
3,670
-1,596
-30% -$214K 0.06% 264
2024
Q3 		$711K Buy
5,266
+2,162
+70% +$314K 0.09% 211
2024
Q2 		$487K Sell
3,104
-50
-2% -$8.07K 0.08% 238
2024
Q1 		$538K Buy
3,154
+93
+3% +$13.3K 0.09% 225
2023
Q4 		$398K Buy
+3,061
New +$389K 0.09% 248
2022
Q4 		– Sell
-2,530
Closed -$269K – 352
2022
Q3 		$269K Hold
2,530
– – 0.11% 207
2022
Q2 		$269K Buy
+2,530
New +$299K 0.11% 207
2019
Q1 		– Sell
-1,050
Closed -$119K – 911
2018
Q4 		$119K Buy
+1,050
New +$92.2K 0.1% 199

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

Claro Advisors's VLO Position: Q1 2026 in Review

Claro Advisors opened a new position in Valero Energy (VLO) in Q1 2026: 1,436 shares worth $355K. The stake represents 0.04% of the portfolio and ranks #327 among its holdings. This is a return to the name: Claro Advisors previously reported a position in VLO as recently as Q1 2025.

Claro Advisors first reported a position in VLO in Q4 2018 and has held it in 10 quarters since. The position peaked at $711K in Q3 2024. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Claro Advisors held 1,436 shares of Valero Energy worth $355K as of Q1 2026.
  • Valero Energy was a new Claro Advisors position in Q1 2026.
  • Valero Energy made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #327 holding.
  • Claro Advisors first reported a position in Valero Energy in Q4 2018 and has held it in 10 quarters since.
  • Claro Advisors's Valero Energy position peaked at $711K in Q3 2024.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.