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DSG Capital Advisors’s Valero Energy VLO Stock Holding History

DSG Capital 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 		$1.5M Buy
6,086
+1,876
+45% +$387K 0.24% 61
2025
Q4 		$777K Buy
4,210
+407
+11% +$69K 0.12% 84
2025
Q3 		$647K Buy
3,803
+60
+2% +$8.95K 0.1% 89
2025
Q2 		$503K Sell
3,743
-6,044
-62% -$753K 0.09% 97
2025
Q1 		$1.29M Buy
+9,787
New +$1.3M 0.26% 63

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

DSG Capital Advisors's VLO Position: Q1 2026 in Review

DSG Capital Advisors increased its Valero Energy (VLO) stake by 45% in Q1 2026, buying an estimated $387K and bringing the position to 6,086 shares worth $1.5M. The position accounts for 0.24% of the portfolio, ranked #61.

DSG Capital Advisors first reported a position in VLO in Q1 2025 and has held it in 5 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • DSG Capital Advisors held 6,086 shares of Valero Energy worth $1.5M as of Q1 2026.
  • DSG Capital Advisors bought 1,876 Valero Energy shares in Q1 2026, an estimated $387K.
  • Valero Energy made up 0.24% of DSG Capital Advisors's portfolio in Q1 2026, its #61 holding.
  • DSG Capital Advisors first reported a position in Valero Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on DSG Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.