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Evercore Wealth Management’s Valero Energy VLO Stock Holding History

Evercore Wealth 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 		$281K Buy
+1,136
New +$234K ﹤0.01% 340
2022
Q3 		– Sell
-11,005
Closed -$1.17M – 396
2022
Q2 		$1.17M Buy
+11,005
New +$1.3M 0.02% 192
2020
Q1 		– Sell
-2,185
Closed -$205K – 413
2019
Q4 		$205K Sell
2,185
-9,290
-81% -$878K 0.01% 391
2019
Q3 		$978K Hold
11,475
– – 0.03% 206
2019
Q2 		$982K Buy
11,475
+52
+0.5% +$4.29K 0.03% 207
2019
Q1 		$969K Buy
11,423
+9
+0.1% +$744 0.03% 201
2018
Q4 		$856K Buy
11,414
+1,451
+15% +$127K 0.03% 194
2018
Q3 		$1.13M Sell
9,963
-2,237
-18% -$254K 0.04% 183
2018
Q2 		$1.35M Buy
+12,200
New +$1.37M 0.05% 170
2018
Q1 		– Sell
-11,200
Closed -$1.03M – 778
2017
Q4 		$1.03M Hold
11,200
– – 0.04% 186
2017
Q3 		$861K Buy
11,200
+9,657
+626% +$665K 0.03% 189
2017
Q2 		$104K Sell
1,543
-31
-2% -$2.01K ﹤0.01% 463
2017
Q1 		$104K Sell
1,574
-33
-2% -$2.21K ﹤0.01% 476
2016
Q4 		$110K Sell
1,607
-3,649
-69% -$225K ﹤0.01% 478
2016
Q3 		$279K Sell
5,256
-2,000
-28% -$107K 0.01% 318
2016
Q2 		$370K Sell
7,256
-203
-3% -$11.5K 0.02% 277
2016
Q1 		$478K Sell
7,459
-131
-2% -$8.33K 0.02% 249
2015
Q4 		$537K Hold
7,590
– – 0.02% 245
2015
Q3 		$456K Sell
7,590
-101
-1% -$6.41K 0.02% 267
2015
Q2 		$481K Sell
7,691
-255
-3% -$15.1K 0.02% 277
2015
Q1 		$505K Buy
7,946
+5,884
+285% +$328K 0.02% 276
2014
Q4 		$102K Buy
2,062
+350
+20% +$17K 0.01% 464
2014
Q3 		$79K Sell
1,712
-102
-6% -$5.15K ﹤0.01% 543
2014
Q2 		$91K Buy
1,814
+102
+6% +$5.62K ﹤0.01% 525
2014
Q1 		$92K Buy
1,712
+962
+128% +$49.3K 0.01% 499
2013
Q4 		$38K Hold
750
– – ﹤0.01% 599
2013
Q3 		$26K Buy
750
+50
+7% +$1.77K ﹤0.01% 643
2013
Q2 		$24K Buy
+700
New +$26.7K ﹤0.01% 637

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

Evercore Wealth Management's VLO Position: Q1 2026 in Review

Evercore Wealth Management opened a new position in Valero Energy (VLO) in Q1 2026: 1,136 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #340 among its holdings. This is a return to the name: Evercore Wealth Management previously reported a position in VLO as recently as Q2 2022.

Evercore Wealth Management first reported a position in VLO in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.35M in Q2 2018. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Evercore Wealth Management held 1,136 shares of Valero Energy worth $281K as of Q1 2026.
  • Valero Energy was a new Evercore Wealth Management position in Q1 2026.
  • Valero Energy made up ﹤0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #340 holding.
  • Evercore Wealth Management first reported a position in Valero Energy in Q2 2013 and has held it in 28 quarters since.
  • Evercore Wealth Management's Valero Energy position peaked at $1.35M in Q2 2018.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.