Claro Advisors
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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
Q3 		$1.15M Buy
2,956
+1,009
+52% +$341K 0.11% 167
2026
Q2 		$507K Buy
1,947
+511
+36% +$126K 0.05% 266
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Claro Advisors's VLO Position: Q3 2026 in Review

Claro Advisors increased its Valero Energy (VLO) stake by 52% in Q3 2026, buying an estimated $341K and bringing the position to 2,956 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #167.

Claro Advisors first reported a position in VLO in Q4 2018 and has held it in 12 quarters since. 1,932 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Claro Advisors held 2,956 shares of Valero Energy worth $1.15M as of Q3 2026.
  • Claro Advisors bought 1,009 Valero Energy shares in Q3 2026, an estimated $341K.
  • Valero Energy made up 0.11% of Claro Advisors's portfolio in Q3 2026, its #167 holding.
  • Claro Advisors first reported a position in Valero Energy in Q4 2018 and has held it in 12 quarters since.
  • 1,932 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.