Great Valley Advisor Group’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.23M Buy
9,039
+184
+2% +$37.9K 0.04% 351
2025
Q4
$1.44M Sell
8,855
-96
-1% -$16.3K 0.03% 421
2025
Q3
$1.52M Sell
8,951
-427
-5% -$63.7K 0.03% 393
2025
Q2
$1.26M Sell
9,378
-910
-9% -$113K 0.03% 417
2025
Q1
$1.36M Buy
10,288
+221
+2% +$29.3K 0.03% 383
2024
Q4
$1.23M Sell
10,067
-268
-3% -$35.9K 0.03% 398
2024
Q3
$1.4M Buy
10,335
+446
+5% +$64.8K 0.03% 370
2024
Q2
$1.55M Buy
9,889
+62
+0.6% +$10K 0.04% 305
2024
Q1
$1.68M Buy
9,827
+110
+1% +$15.8K 0.05% 298
2023
Q4
$1.26M Sell
9,717
-170
-2% -$21.6K 0.04% 308
2023
Q3
$1.4M Sell
9,887
-301
-3% -$39.4K 0.06% 268
2023
Q2
$1.19M Sell
10,188
-628
-6% -$73K 0.05% 290
2023
Q1
$1.51M Sell
10,816
-259
-2% -$34.8K 0.07% 251
2022
Q4
$1.4M Buy
11,075
+3,049
+38% +$383K 0.07% 270
2022
Q3
$858K Sell
8,026
-5,116
-39% -$563K 0.05% 330
2022
Q2
$1.4M Sell
13,142
-10,173
-44% -$1.2M 0.08% 254
2022
Q1
$2.35M Buy
23,315
+8,057
+53% +$699K 0.14% 179
2021
Q4
$1.14M Sell
15,258
-4,415
-22% -$329K 0.07% 255
2021
Q3
$1.39M Buy
19,673
+12,467
+173% +$830K 0.1% 211
2021
Q2
$555K Buy
7,206
+107
+2% +$8.29K 0.04% 324
2021
Q1
$509K Sell
7,099
-209
-3% -$14.2K 0.05% 300
2020
Q4
$414K Buy
+7,308
New +$359K 0.04% 306
2019
Q2
Sell
-4,588
Closed -$389K 343
2019
Q1
$389K Buy
4,588
+806
+21% +$66.6K 0.12% 183
2018
Q4
$284K Buy
+3,782
New +$332K 0.11% 176

Other funds holding VLO

Great Valley Advisor Group's VLO Position: Q1 2026 in Review

Great Valley Advisor Group increased its Valero Energy (VLO) stake by 2.1% in Q1 2026, buying an estimated $37.9K and bringing the position to 9,039 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #351.

Great Valley Advisor Group first reported a position in VLO in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.35M in Q1 2022. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Great Valley Advisor Group held 9,039 shares of Valero Energy worth $2.23M as of Q1 2026.
  • Great Valley Advisor Group bought 184 Valero Energy shares in Q1 2026, an estimated $37.9K.
  • Valero Energy made up 0.04% of Great Valley Advisor Group's portfolio in Q1 2026, its #351 holding.
  • Great Valley Advisor Group first reported a position in Valero Energy in Q4 2018 and has held it in 24 quarters since.
  • Great Valley Advisor Group's Valero Energy position peaked at $2.35M in Q1 2022.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.