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VLO icon

INVST’s Valero Energy VLO Stock Holding History

INVST’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 		– Sell
-1,865
Closed -$304K – 390
2025
Q4 		$304K Buy
1,865
+57
+3% +$9.66K 0.03% 271
2025
Q3 		$308K Buy
1,808
+6
+0.3% +$895 0.04% 266
2025
Q2 		$242K Buy
1,802
+10
+0.6% +$1.25K 0.03% 275
2025
Q1 		$237K Sell
1,792
-6,940
-79% -$921K 0.03% 258
2024
Q4 		$1.07M Sell
8,732
-598
-6% -$80K 0.13% 107
2024
Q3 		$1.26M Buy
9,330
+62
+0.7% +$9K 0.15% 85
2024
Q2 		$1.46M Buy
9,268
+1,483
+19% +$239K 0.16% 83
2024
Q1 		$1.34M Buy
7,785
+86
+1% +$12.3K 0.16% 84
2023
Q4 		$1.06M Sell
7,699
-43
-0.6% -$5.47K 0.14% 93
2023
Q3 		$1.1M Buy
7,742
+198
+3% +$25.9K 0.16% 87
2023
Q2 		$885K Buy
7,544
+130
+2% +$15.1K 0.13% 91
2023
Q1 		$850K Sell
7,414
-2,075
-22% -$279K 0.13% 90
2022
Q4 		$1.33M Sell
9,489
-704
-7% -$88.4K 0.21% 69
2022
Q3 		$1.13M Sell
10,193
-963
-9% -$106K 0.19% 64
2022
Q2 		$1.25M Buy
11,156
+1,868
+20% +$221K 0.19% 67
2022
Q1 		$1.1M Sell
9,288
-133
-1% -$11.5K 0.18% 69
2021
Q4 		$813K Buy
9,421
+349
+4% +$26K 0.13% 84
2021
Q3 		$640K Buy
9,072
+505
+6% +$33.6K 0.1% 96
2021
Q2 		$556K Buy
8,567
+566
+7% +$43.8K 0.09% 102
2021
Q1 		$592K Buy
8,001
+293
+4% +$19.9K 0.1% 99
2020
Q4 		$436K Buy
7,708
+1,561
+25% +$76.6K 0.08% 124
2020
Q3 		$248K Buy
6,147
+619
+11% +$32.4K 0.06% 139
2020
Q2 		$312K Buy
+5,528
New +$330K 0.09% 102

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

INVST's VLO Position: Q1 2026 in Review

INVST sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 1,865 shares — an estimated $304K sold.

INVST first reported a position in VLO in Q2 2020 and held it in 23 quarters. The position peaked at $1.46M in Q2 2024. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • INVST reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
  • INVST sold 1,865 Valero Energy shares in Q1 2026, an estimated $304K.
  • INVST first reported a position in Valero Energy in Q2 2020 and held it in 23 quarters.
  • INVST's Valero Energy position peaked at $1.46M in Q2 2024.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.