Cornerstone Advisors’s Valero Energy VLO Stock Holding History

Cornerstone 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
2025 Q4	–	Sell	-7,500	Closed	-$1.28M	–	266
2025 Q3	$1.28M	Sell	7,500 -100	-1%	-$14.9K	0.04%	191
2025 Q2	$1.02M	Hold	7,600	–	–	0.04%	216
2025 Q1	$1M	Hold	7,600	–	–	0.04%	215
2024 Q4	$932K	Hold	7,600	–	–	0.04%	217
2024 Q3	$1.03M	Buy	7,600 +2,700	+55%	+$392K	0.04%	231
2024 Q2	$768K	Sell	4,900 -1,700	-26%	-$274K	0.03%	260
2024 Q1	$1.13M	Hold	6,600	–	–	0.05%	263
2023 Q4	$858K	Sell	6,600 -400	-6%	-$50.9K	0.04%	266
2023 Q3	$992K	Buy	7,000 +1,200	+21%	+$157K	0.05%	256
2023 Q2	$680K	Hold	5,800	–	–	0.03%	228
2023 Q1	$810K	Hold	5,800	–	–	0.04%	167
2022 Q4	$736K	Hold	5,800	–	–	0.04%	168
2022 Q3	$620K	Hold	5,800	–	–	0.03%	183
2022 Q2	$616K	Buy	+5,800	New	+$687K	0.03%	182
2016 Q2	–	Sell	-13,500	Closed	-$866K	–	230
2016 Q1	$866K	Hold	13,500	–	–	0.21%	125
2015 Q4	$955K	Buy	13,500 +8,000	+145%	+$545K	0.22%	123
2015 Q3	$331K	Buy	5,500 +1,000	+22%	+$63.5K	0.08%	194
2015 Q2	$282K	Sell	4,500 -5,000	-53%	-$295K	0.06%	185
2015 Q1	$604K	Hold	9,500	–	–	0.12%	165
2014 Q4	$470K	Hold	9,500	–	–	0.09%	202
2014 Q3	$440K	Hold	9,500	–	–	0.09%	207
2014 Q2	$476K	Buy	9,500 +2,000	+27%	+$110K	0.09%	205
2014 Q1	$398K	Hold	7,500	–	–	0.09%	212
2013 Q4	$378K	Buy	+7,500	New	+$316K	0.09%	204

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Cornerstone Advisors's VLO Position: Q4 2025 in Review

Cornerstone Advisors sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 7,500 shares — an estimated $1.28M sold.

Cornerstone Advisors first reported a position in VLO in Q4 2013 and held it in 24 quarters. The position peaked at $1.28M in Q3 2025. 1,623 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

Cornerstone Advisors reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
Cornerstone Advisors sold 7,500 Valero Energy shares in Q4 2025, an estimated $1.28M.
Cornerstone Advisors first reported a position in Valero Energy in Q4 2013 and held it in 24 quarters.
Cornerstone Advisors's Valero Energy position peaked at $1.28M in Q3 2025.
1,623 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.