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Duff & Phelps Investment Management’s Valero Energy VLO Stock Holding History

Duff & Phelps Investment Management’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
-4,017
Closed -$684K – 152
2025
Q3 		$684K Sell
4,017
-168
-4% -$25.1K 0.01% 142
2025
Q2 		$563K Sell
4,185
-53,268
-93% -$6.64M 0.01% 147
2025
Q1 		$7.59M Buy
+57,453
New +$7.62M 0.09% 108
2024
Q3 		– Sell
-57,558
Closed -$9.02M – 229
2024
Q2 		$9.02M Sell
57,558
-5,057
-8% -$816K 0.11% 113
2024
Q1 		$10.7M Buy
62,615
+57,070
+1,029% +$8.18M 0.13% 120
2023
Q4 		$721K Sell
5,545
-92,300
-94% -$11.7M 0.01% 217
2023
Q3 		$13.9M Sell
97,845
-18,302
-16% -$2.4M 0.18% 103
2023
Q2 		$13.6M Buy
116,147
+28,587
+33% +$3.32M 0.17% 106
2023
Q1 		$12.2M Sell
87,560
-17,400
-17% -$2.34M 0.15% 112
2022
Q4 		$13.3M Sell
104,960
-3,900
-4% -$490K 0.16% 109
2022
Q3 		$11.6M Sell
108,860
-45,965
-30% -$5.06M 0.15% 114
2022
Q2 		$16.5M Buy
154,825
+876
+0.6% +$104K 0.2% 96
2022
Q1 		$15.6M Buy
153,949
+20
+0% +$1.74K 0.18% 96
2021
Q4 		$11.6M Buy
153,929
+22,150
+17% +$1.65M 0.14% 106
2021
Q3 		$9.3M Buy
131,779
+29,899
+29% +$1.99M 0.12% 106
2021
Q2 		$7.96M Buy
101,880
+95,080
+1,398% +$7.36M 0.1% 110
2021
Q1 		$487K Buy
+6,800
New +$462K 0.01% 205

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Duff & Phelps Investment Management's VLO Position: Q4 2025 in Review

Duff & Phelps Investment Management sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 4,017 shares — an estimated $684K sold.

Duff & Phelps Investment Management first reported a position in VLO in Q1 2021 and held it in 17 quarters. The position peaked at $16.5M in Q2 2022. 1,627 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

  • Duff & Phelps Investment Management reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 4,017 Valero Energy shares in Q4 2025, an estimated $684K.
  • Duff & Phelps Investment Management first reported a position in Valero Energy in Q1 2021 and held it in 17 quarters.
  • Duff & Phelps Investment Management's Valero Energy position peaked at $16.5M in Q2 2022.
  • 1,627 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Duff & Phelps Investment Management's 13F filing for Q4 2025, filed 26 Jan 2026.