Jefferies Financial Group
VLO icon

Jefferies Financial Group’s Valero Energy VLO Stock Holding History

Jefferies Financial Group’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
Q3 		$7.79M Sell
20,091
-16,957
-46% -$5.72M 0.06% 230
2026
Q2 		$9.6M Buy
37,048
+32,897
+793% +$8.1M 0.06% 257
2026
Q1 		$1.03M Sell
4,151
-22,024
-84% -$4.54M 0.01% 916
2025
Q4 		$4.26M Buy
26,175
+5,551
+27% +$940K 0.02% 538
2025
Q3 		$3.51M Buy
+20,624
New +$3.08M 0.02% 460
2025
Q2 		– Sell
-5,482
Closed -$724K – 1834
2025
Q1 		$724K Buy
5,482
+439
+9% +$58.2K 0.01% 929
2024
Q4 		$618K Sell
5,043
-10,076
-67% -$1.35M ﹤0.01% 1050
2024
Q3 		$2.04M Sell
15,119
-30,859
-67% -$4.48M 0.01% 591
2024
Q2 		$7.21M Sell
45,978
-36,236
-44% -$5.85M 0.08% 204
2024
Q1 		$14M Sell
82,214
-2,208
-3% -$316K 0.13% 121
2023
Q4 		$11M Buy
84,422
+32,282
+62% +$4.11M 0.07% 207
2023
Q3 		$7.39M Sell
52,140
-93,110
-64% -$12.2M 0.07% 237
2023
Q2 		$17M Buy
145,250
+97,615
+205% +$11.3M 0.15% 121
2023
Q1 		$6.65M Buy
47,635
+42,535
+834% +$5.71M 0.05% 292
2022
Q4 		$647K Buy
+5,100
New +$640K ﹤0.01% 983
2019
Q4 		– Sell
-30,000
Closed -$2.84M – 23
2019
Q3 		$2.67M Buy
+30,000
New +$2.43M 0.48% 13
2018
Q4 		– Sell
-25,333
Closed -$2.88M – 62
2018
Q3 		$2.88M Buy
+25,333
New +$2.88M 0.24% 51

Other funds holding VLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Jefferies Financial Group's VLO Position: Q3 2026 in Review

Jefferies Financial Group reduced its Valero Energy (VLO) stake by 46% in Q3 2026, selling an estimated $5.72M and leaving 20,091 shares worth $7.79M. The position accounts for 0.06% of the portfolio, ranked #230.

Jefferies Financial Group first reported a position in VLO in Q3 2018 and has held it in 17 quarters since. The position peaked at $17M in Q2 2023. 1,490 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Jefferies Financial Group held 20,091 shares of Valero Energy worth $7.79M as of Q3 2026.
  • Jefferies Financial Group sold 16,957 Valero Energy shares in Q3 2026, an estimated $5.72M.
  • Valero Energy made up 0.06% of Jefferies Financial Group's portfolio in Q3 2026, its #230 holding.
  • Jefferies Financial Group first reported a position in Valero Energy in Q3 2018 and has held it in 17 quarters since.
  • Jefferies Financial Group's Valero Energy position peaked at $17M in Q2 2023.
  • 1,490 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.