Donoghue Forlines
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Donoghue Forlines’s Valero Energy VLO Stock Holding History

Donoghue Forlines’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 		$3.53M Buy
+9,113
New +$3.08M 0.89% 28
2024
Q4 		– Sell
-8,447
Closed -$1.14M – 272
2024
Q3 		$1.14M Buy
+8,447
New +$1.23M 0.33% 112
2024
Q2 		– Sell
-4,454
Closed -$760K – 263
2024
Q1 		$760K Sell
4,454
-403
-8% -$57.7K 0.22% 99
2023
Q4 		$631K Buy
+4,857
New +$618K 0.2% 129
2023
Q3 		– Sell
-3,583
Closed -$420K – 290
2023
Q2 		$420K Sell
3,583
-5,853
-62% -$680K 0.13% 162
2023
Q1 		$1.32M Buy
+9,436
New +$1.27M 0.47% 45
2022
Q4 		– Sell
-3,979
Closed -$425K – 270
2022
Q3 		$425K Buy
+3,979
New +$438K 0.15% 123
2020
Q4 		– Sell
-25,102
Closed -$1.09M – 301
2020
Q3 		$1.09M Buy
25,102
+3,034
+14% +$159K 0.3% 114
2020
Q2 		$1.3M Buy
22,068
+7,323
+50% +$437K 0.34% 60
2020
Q1 		$669K Sell
14,745
-44,434
-75% -$3.23M 0.15% 46
2019
Q4 		$5.54M Buy
59,179
+7,850
+15% +$742K 0.86% 17
2019
Q3 		$4.38M Sell
51,329
-32,586
-39% -$2.63M 0.62% 39
2019
Q2 		$7.18M Buy
+83,915
New +$6.93M 0.84% 18
2018
Q3 		– Sell
-20,229
Closed -$2.24M – 196
2018
Q2 		$2.24M Buy
+20,229
New +$2.27M 0.19% 86
2018
Q1 		– Sell
-29,689
Closed -$2.73M – 184
2017
Q4 		$2.73M Sell
29,689
-233,485
-89% -$19.3M 0.21% 72
2017
Q3 		$20.2M Buy
263,174
+16,863
+7% +$1.16M 2.13% 4
2017
Q2 		$16.6M Buy
+246,311
New +$16M 1.89% 12

Other funds holding VLO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Donoghue Forlines's VLO Position: Q3 2026 in Review

Donoghue Forlines opened a new position in Valero Energy (VLO) in Q3 2026: 9,113 shares worth $3.53M. The stake represents 0.89% of the portfolio and ranks #28 among its holdings. This is a return to the name: Donoghue Forlines previously reported a position in VLO as recently as Q3 2024.

Donoghue Forlines first reported a position in VLO in Q2 2017 and has held it in 17 quarters since. The position peaked at $20.2M in Q3 2017. 1,291 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Donoghue Forlines held 9,113 shares of Valero Energy worth $3.53M as of Q3 2026.
  • Valero Energy was a new Donoghue Forlines position in Q3 2026.
  • Valero Energy made up 0.89% of Donoghue Forlines's portfolio in Q3 2026, its #28 holding.
  • Donoghue Forlines first reported a position in Valero Energy in Q2 2017 and has held it in 17 quarters since.
  • Donoghue Forlines's Valero Energy position peaked at $20.2M in Q3 2017.
  • 1,291 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.