Greenleaf Trust’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 | $1.78M | Buy |
7,204
+88
| +1% | +$18.1K | 0.02% | 218 |
|
|
2025
Q4 | $1.16M | Sell |
7,116
-43
| -0.6% | -$7.29K | 0.01% | 295 |
|
|
2025
Q3 | $1.22M | Buy |
7,159
+33
| +0.5% | +$4.92K | 0.01% | 280 |
|
|
2025
Q2 | $958K | Buy |
7,126
+139
| +2% | +$17.3K | 0.01% | 322 |
|
|
2025
Q1 | $923K | Buy |
6,987
+886
| +15% | +$118K | 0.01% | 347 |
|
|
2024
Q4 | $748K | Sell |
6,101
-546
| -8% | -$73K | 0.01% | 408 |
|
|
2024
Q3 | $898K | Buy |
6,647
+582
| +10% | +$84.5K | 0.01% | 363 |
|
|
2024
Q2 | $951K | Buy |
6,065
+292
| +5% | +$47.1K | 0.01% | 308 |
|
|
2024
Q1 | $985K | Buy |
5,773
+81
| +1% | +$11.6K | 0.01% | 304 |
|
|
2023
Q4 | $740K | Buy |
5,692
+348
| +7% | +$44.3K | 0.01% | 349 |
|
|
2023
Q3 | $757K | Buy |
5,344
+561
| +12% | +$73.5K | 0.01% | 322 |
|
|
2023
Q2 | $561K | Sell |
4,783
-20
| -0.4% | -$2.32K | 0.01% | 425 |
|
|
2023
Q1 | $670K | Sell |
4,803
-244
| -5% | -$32.8K | 0.01% | 374 |
|
|
2022
Q4 | $640K | Buy |
5,047
+23
| +0.5% | +$2.89K | 0.01% | 372 |
|
|
2022
Q3 | $537K | Sell |
5,024
-96
| -2% | -$10.6K | 0.01% | 378 |
|
|
2022
Q2 | $544K | Sell |
5,120
-36
| -0.7% | -$4.26K | 0.01% | 369 |
|
|
2022
Q1 | $524K | Buy |
5,156
+675
| +15% | +$58.6K | 0.01% | 402 |
|
|
2021
Q4 | $337K | Buy |
4,481
+240
| +6% | +$17.9K | ﹤0.01% | 564 |
|
|
2021
Q3 | $299K | Sell |
4,241
-608
| -13% | -$40.5K | ﹤0.01% | 582 |
|
|
2021
Q2 | $379K | Buy |
4,849
+287
| +6% | +$22.2K | ﹤0.01% | 485 |
|
|
2021
Q1 | $327K | Buy |
4,562
+931
| +26% | +$63.3K | ﹤0.01% | 513 |
|
|
2020
Q4 | $205K | Buy |
+3,631
| New | +$178K | ﹤0.01% | 594 |
|
|
2020
Q1 | – | Sell |
-11,334
| Closed | -$1.06M | – | 600 |
|
|
2019
Q4 | $1.06M | Buy |
11,334
+259
| +2% | +$24.5K | 0.02% | 161 |
|
|
2019
Q3 | $944K | Buy |
11,075
+960
| +9% | +$77.6K | 0.01% | 173 |
|
|
2019
Q2 | $866K | Sell |
10,115
-434
| -4% | -$35.8K | 0.01% | 183 |
|
|
2019
Q1 | $895K | Buy |
10,549
+1,303
| +14% | +$108K | 0.01% | 171 |
|
|
2018
Q4 | $693K | Buy |
9,246
+416
| +5% | +$36.5K | 0.01% | 201 |
|
|
2018
Q3 | $1M | Buy |
8,830
+526
| +6% | +$59.7K | 0.02% | 174 |
|
|
2018
Q2 | $920K | Buy |
8,304
+1,324
| +19% | +$149K | 0.02% | 169 |
|
|
2018
Q1 | $648K | Buy |
6,980
+351
| +5% | +$32.8K | 0.01% | 198 |
|
|
2017
Q4 | $609K | Buy |
6,629
+49
| +0.7% | +$4.04K | 0.01% | 212 |
|
|
2017
Q3 | $506K | Buy |
6,580
+1,083
| +20% | +$74.6K | 0.01% | 230 |
|
|
2017
Q2 | $371K | Buy |
5,497
+1,751
| +47% | +$114K | 0.01% | 242 |
|
|
2017
Q1 | $248K | Buy |
3,746
+83
| +2% | +$5.55K | 0.01% | 260 |
|
|
2016
Q4 | $250K | Buy |
+3,663
| New | +$225K | 0.01% | 200 |
|
Other funds holding VLO
VCM
VPM
Greenleaf Trust's VLO Position: Q1 2026 in Review
Greenleaf Trust increased its Valero Energy (VLO) stake by 1.2% in Q1 2026, buying an estimated $18.1K and bringing the position to 7,204 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #218.
Greenleaf Trust first reported a position in VLO in Q4 2016 and has held it in 35 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.
- Greenleaf Trust held 7,204 shares of Valero Energy worth $1.78M as of Q1 2026.
- Greenleaf Trust bought 88 Valero Energy shares in Q1 2026, an estimated $18.1K.
- Valero Energy made up 0.02% of Greenleaf Trust's portfolio in Q1 2026, its #218 holding.
- Greenleaf Trust first reported a position in Valero Energy in Q4 2016 and has held it in 35 quarters since.
- 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.
Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.