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Gladstone Institutional Advisory’s Valero Energy VLO Stock Holding History

Gladstone Institutional Advisory’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
Q2 		$7.39M Buy
28,368
+919
+3% +$226K 0.23% 91
2026
Q1 		$6.78M Buy
27,449
+25,896
+1,667% +$5.34M 0.25% 85
2025
Q4 		$253K Sell
1,553
-34
-2% -$5.76K 0.01% 690
2025
Q3 		$270K Buy
1,587
+14
+0.9% +$2.09K 0.01% 678
2025
Q2 		$211K Sell
1,573
-250
-14% -$31.2K 0.01% 701
2025
Q1 		$241K Buy
1,823
+156
+9% +$20.7K 0.01% 643
2024
Q4 		$204K Sell
1,667
-192
-10% -$25.7K 0.01% 667
2024
Q3 		$251K Buy
1,859
+395
+27% +$57.4K 0.01% 606
2024
Q2 		$229K Sell
1,464
-68
-4% -$11K 0.01% 599
2024
Q1 		$261K Sell
1,532
-521
-25% -$74.6K 0.01% 556
2023
Q4 		$267K Sell
2,053
-57
-3% -$7.25K 0.02% 553
2023
Q3 		$299K Buy
2,110
+2
+0.1% +$262 0.02% 495
2023
Q2 		$247K Sell
2,108
-2,257
-52% -$262K 0.02% 555
2023
Q1 		$609K Sell
4,365
-195
-4% -$26.2K 0.04% 366
2022
Q4 		$579K Sell
4,560
-3,236
-42% -$406K 0.04% 366
2022
Q3 		$833K Buy
7,796
+1,510
+24% +$166K 0.07% 303
2022
Q2 		$668K Sell
6,286
-381
-6% -$45.1K 0.05% 349
2022
Q1 		$677K Buy
6,667
+446
+7% +$38.7K 0.05% 368
2021
Q4 		$467K Buy
6,221
+555
+10% +$41.3K 0.04% 394
2021
Q3 		$400K Buy
+5,666
New +$377K 0.04% 378

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gladstone Institutional Advisory's VLO Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Valero Energy (VLO) stake by 3.3% in Q2 2026, buying an estimated $226K and bringing the position to 28,368 shares worth $7.39M. The position accounts for 0.23% of the portfolio, ranked #91.

Gladstone Institutional Advisory first reported a position in VLO in Q3 2021 and has held it in 20 quarters since. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Gladstone Institutional Advisory held 28,368 shares of Valero Energy worth $7.39M as of Q2 2026.
  • Gladstone Institutional Advisory bought 919 Valero Energy shares in Q2 2026, an estimated $226K.
  • Valero Energy made up 0.23% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #91 holding.
  • Gladstone Institutional Advisory first reported a position in Valero Energy in Q3 2021 and has held it in 20 quarters since.
  • 1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.