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Dauntless Investment Group’s Valero Energy VLO Stock Holding History

Dauntless Investment Group’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 		– Sell
-4,172
Closed -$679K – 91
2025
Q4 		$679K Sell
4,172
-1,262
-23% -$214K 0.54% 28
2025
Q3 		$925K Buy
+5,434
New +$810K 0.58% 28

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

Dauntless Investment Group's VLO Position: Q1 2026 in Review

Dauntless Investment Group sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 4,172 shares — an estimated $679K sold.

Dauntless Investment Group first reported a position in VLO in Q3 2025 and held it in 2 quarters. The position peaked at $925K in Q3 2025. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Dauntless Investment Group reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
  • Dauntless Investment Group sold 4,172 Valero Energy shares in Q1 2026, an estimated $679K.
  • Dauntless Investment Group first reported a position in Valero Energy in Q3 2025 and held it in 2 quarters.
  • Dauntless Investment Group's Valero Energy position peaked at $925K in Q3 2025.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Dauntless Investment Group's 13F filing for Q1 2026, filed 14 May 2026.