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Elm Partners Management’s Valero Energy VLO Stock Holding History

Elm Partners 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
2026
Q1 		$455K Buy
1,820
+131
+8% +$27K 0.02% 102
2025
Q4 		$275K Buy
1,689
+69
+4% +$11.7K 0.01% 131
2025
Q3 		$276K Buy
+1,620
New +$242K 0.01% 126

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

Elm Partners Management's VLO Position: Q1 2026 in Review

Elm Partners Management increased its Valero Energy (VLO) stake by 7.8% in Q1 2026, buying an estimated $27K and bringing the position to 1,820 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #102.

Elm Partners Management first reported a position in VLO in Q3 2025 and has held it in 3 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Elm Partners Management held 1,820 shares of Valero Energy worth $455K as of Q1 2026.
  • Elm Partners Management bought 131 Valero Energy shares in Q1 2026, an estimated $27K.
  • Valero Energy made up 0.02% of Elm Partners Management's portfolio in Q1 2026, its #102 holding.
  • Elm Partners Management first reported a position in Valero Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.