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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
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 $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

Gladstone Institutional Advisory's VLO Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Valero Energy (VLO) stake by 1,667% in Q1 2026, buying an estimated $5.34M and bringing the position to 27,449 shares worth $6.78M. The position accounts for 0.25% of the portfolio, ranked #85.

Gladstone Institutional Advisory first reported a position in VLO in Q3 2021 and has held it in 19 quarters since. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Gladstone Institutional Advisory held 27,449 shares of Valero Energy worth $6.78M as of Q1 2026.
  • Gladstone Institutional Advisory bought 25,896 Valero Energy shares in Q1 2026, an estimated $5.34M.
  • Valero Energy made up 0.25% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #85 holding.
  • Gladstone Institutional Advisory first reported a position in Valero Energy in Q3 2021 and has held it in 19 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.