EIM
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Essex Investment Management’s Valero Energy VLO Stock Holding History

Essex 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
2026
Q1 		$775K Sell
3,138
-3,164
-50% -$652K 0.12% 153
2025
Q4 		$1.03M Hold
6,302
– – 0.16% 140
2025
Q3 		$1.07M Hold
6,302
– – 0.16% 139
2025
Q2 		$847K Hold
6,302
– – 0.15% 145
2025
Q1 		$832K Sell
6,302
-360
-5% -$47.8K 0.17% 149
2024
Q4 		$817K Hold
6,662
– – 0.15% 153
2024
Q3 		$900K Hold
6,662
– – 0.16% 151
2024
Q2 		$1.04M Sell
6,662
-2,857
-30% -$461K 0.2% 150
2024
Q1 		$1.62M Hold
9,519
– – 0.32% 122
2023
Q4 		$1.24M Sell
9,519
-166
-2% -$21.1K 0.24% 143
2023
Q3 		$1.37M Hold
9,685
– – 0.22% 149
2023
Q2 		$1.14M Hold
9,685
– – 0.16% 191
2023
Q1 		$1.35M Hold
9,685
– – 0.2% 159
2022
Q4 		$1.23M Hold
9,685
– – 0.19% 164
2022
Q3 		$1.03M Sell
9,685
-245
-2% -$27K 0.17% 184
2022
Q2 		$1.05M Sell
9,930
-17,783
-64% -$2.1M 0.17% 182
2022
Q1 		$2.81M Buy
27,713
+17,783
+179% +$1.54M 0.35% 82
2021
Q4 		$746K Hold
9,930
– – 0.09% 252
2021
Q3 		$701K Hold
9,930
– – 0.09% 248
2021
Q2 		$775K Sell
9,930
-2,575
-21% -$199K 0.09% 251
2021
Q1 		$895K Sell
12,505
-21
-0.2% -$1.43K 0.11% 242
2020
Q4 		$709K Sell
12,526
-21
-0.2% -$1.03K 0.09% 261
2020
Q3 		$544K Sell
12,547
-4,973
-28% -$260K 0.08% 291
2020
Q2 		$1.03M Buy
+17,520
New +$1.05M 0.17% 192

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Essex Investment Management's VLO Position: Q1 2026 in Review

Essex Investment Management reduced its Valero Energy (VLO) stake by 50% in Q1 2026, selling an estimated $652K and leaving 3,138 shares worth $775K. The position accounts for 0.12% of the portfolio, ranked #153.

Essex Investment Management first reported a position in VLO in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.81M in Q1 2022. 1,865 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Essex Investment Management held 3,138 shares of Valero Energy worth $775K as of Q1 2026.
  • Essex Investment Management sold 3,164 Valero Energy shares in Q1 2026, an estimated $652K.
  • Valero Energy made up 0.12% of Essex Investment Management's portfolio in Q1 2026, its #153 holding.
  • Essex Investment Management first reported a position in Valero Energy in Q2 2020 and has held it in 24 quarters since.
  • Essex Investment Management's Valero Energy position peaked at $2.81M in Q1 2022.
  • 1,865 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.