IMA Advisory Services’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 | $5.52M | Sell |
22,347
-2,394
| -10% | -$494K | 0.54% | 44 |
|
|
2025
Q4 | $4.03M | Sell |
24,741
-468
| -2% | -$79.3K | 0.39% | 57 |
|
|
2025
Q3 | $4.29M | Sell |
25,209
-250
| -1% | -$37.3K | 0.43% | 49 |
|
|
2025
Q2 | $3.42M | Buy |
25,459
+486
| +2% | +$60.6K | 0.37% | 53 |
|
|
2025
Q1 | $3.3M | Sell |
24,973
-1,761
| -7% | -$234K | 0.39% | 48 |
|
|
2024
Q4 | $3.28M | Sell |
26,734
-414
| -2% | -$55.4K | 0.39% | 54 |
|
|
2024
Q3 | $3.67M | Buy |
27,148
+501
| +2% | +$72.7K | 0.8% | 34 |
|
|
2024
Q2 | $4.18M | Sell |
26,647
-587
| -2% | -$94.7K | 1.85% | 16 |
|
|
2024
Q1 | $4.65M | Sell |
27,234
-3,352
| -11% | -$480K | 2.2% | 14 |
|
|
2023
Q4 | $3.98M | Sell |
30,586
-4,256
| -12% | -$541K | 1.99% | 15 |
|
|
2023
Q3 | $4.94M | Sell |
34,842
-692
| -2% | -$90.7K | 1.28% | 20 |
|
|
2023
Q2 | $4.17M | Sell |
35,534
-4,666
| -12% | -$542K | 1.07% | 22 |
|
|
2023
Q1 | $5.61M | Sell |
40,200
-476
| -1% | -$63.9K | 1.45% | 15 |
|
|
2022
Q4 | $5.16M | Sell |
40,676
-4,947
| -11% | -$621K | 1.37% | 17 |
|
|
2022
Q3 | $4.88M | Sell |
45,623
-2,286
| -5% | -$252K | 1.31% | 17 |
|
|
2022
Q2 | $5.09M | Sell |
47,909
-1,420
| -3% | -$168K | 1.25% | 18 |
|
|
2022
Q1 | $5.01M | Sell |
49,329
-6,767
| -12% | -$587K | 1.15% | 16 |
|
|
2021
Q4 | $4.21M | Sell |
56,096
-1,185
| -2% | -$88.3K | 0.93% | 22 |
|
|
2021
Q3 | $4.04M | Sell |
57,281
-1,899
| -3% | -$126K | 0.95% | 27 |
|
|
2021
Q2 | $4.62M | Sell |
59,180
-1,476
| -2% | -$114K | 1.08% | 22 |
|
|
2021
Q1 | $4.34M | Sell |
60,656
-1,561
| -3% | -$106K | 1.06% | 21 |
|
|
2020
Q4 | $3.52M | Buy |
62,217
+24,146
| +63% | +$1.18M | 0.99% | 26 |
|
|
2020
Q3 | $1.65M | Buy |
38,071
+37,773
| +12,676% | +$1.98M | 0.55% | 63 |
|
|
2020
Q2 | $18K | Hold |
298
| – | – | 0.01% | 180 |
|
|
2020
Q1 | $14K | Sell |
298
-550
| -65% | -$40K | 0.01% | 190 |
|
|
2019
Q4 | $79K | Hold |
848
| – | – | 0.03% | 137 |
|
|
2019
Q3 | $72K | Hold |
848
| – | – | 0.03% | 143 |
|
|
2019
Q2 | $73K | Sell |
848
-139
| -14% | -$11.5K | 0.03% | 138 |
|
|
2019
Q1 | $84K | Sell |
987
-1,496
| -60% | -$124K | 0.03% | 138 |
|
|
2018
Q4 | $186K | Hold |
2,483
| – | – | 0.09% | 107 |
|
|
2018
Q3 | $282K | Sell |
2,483
-37
| -1% | -$4.2K | 0.11% | 100 |
|
|
2018
Q2 | $279K | Sell |
2,520
-2,256
| -47% | -$253K | 0.12% | 103 |
|
|
2018
Q1 | $443K | Sell |
4,776
-991
| -17% | -$92.5K | 0.2% | 96 |
|
|
2017
Q4 | $530K | Sell |
5,767
-8,765
| -60% | -$723K | 0.24% | 99 |
|
|
2017
Q3 | $1.12M | Sell |
14,532
-612
| -4% | -$42.1K | 0.52% | 73 |
|
|
2017
Q2 | $1.02M | Buy |
15,144
+1,505
| +11% | +$97.6K | 0.49% | 73 |
|
|
2017
Q1 | $904K | Buy |
13,639
+1,536
| +13% | +$103K | 0.45% | 74 |
|
|
2016
Q4 | $827K | Sell |
12,103
-2,500
| -17% | -$154K | 0.51% | 66 |
|
|
2016
Q3 | $774K | Buy |
+14,603
| New | +$779K | 0.44% | 69 |
|
Other funds holding VLO
VCM
VPM
IMA Advisory Services's VLO Position: Q1 2026 in Review
IMA Advisory Services reduced its Valero Energy (VLO) stake by 9.7% in Q1 2026, selling an estimated $494K and leaving 22,347 shares worth $5.52M. The position accounts for 0.54% of the portfolio, ranked #44.
IMA Advisory Services first reported a position in VLO in Q3 2016 and has held it in 39 quarters since. The position peaked at $5.61M in Q1 2023. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.
- IMA Advisory Services held 22,347 shares of Valero Energy worth $5.52M as of Q1 2026.
- IMA Advisory Services sold 2,394 Valero Energy shares in Q1 2026, an estimated $494K.
- Valero Energy made up 0.54% of IMA Advisory Services's portfolio in Q1 2026, its #44 holding.
- IMA Advisory Services first reported a position in Valero Energy in Q3 2016 and has held it in 39 quarters since.
- IMA Advisory Services's Valero Energy position peaked at $5.61M in Q1 2023.
- 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.