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
2025 Q4	–	Sell	-140,200	Closed	-$23.9M	–	2088
2025 Q3	$23.9M	Buy	+140,200	New	+$20.9M	0.11%	134
2025 Q2	–	Sell	-19,200	Closed	-$2.54M	–	1833
2025 Q1	$2.54M	Sell	19,200 -25,500	-57%	-$3.38M	0.02%	491
2024 Q4	$5.48M	Buy	+44,700	New	+$5.98M	0.03%	343
2024 Q2	–	Sell	-36,600	Closed	-$6.25M	–	1896
2024 Q1	$6.25M	Buy	+36,600	New	+$5.24M	0.06%	259
2023 Q4	–	Sell	-52,300	Closed	-$7.41M	–	2022
2023 Q3	$7.41M	Sell	52,300 -161,400	-76%	-$21.1M	0.07%	235
2023 Q2	$25.1M	Buy	+213,700	New	+$24.8M	0.22%	81

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jefferies Financial Group's VLO Position: Q2 2026 in Review

Jefferies Financial Group increased its Valero Energy (VLO) stake by 793% in Q2 2026, buying an estimated $8.1M and bringing the position to 37,048 shares worth $9.65M. The position accounts for 0.06% of the portfolio, ranked #257.

Jefferies Financial Group first reported a position in VLO in Q3 2018 and has held it in 16 quarters since. The position peaked at $17M in Q2 2023. 1,983 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Jefferies Financial Group held 37,048 shares of Valero Energy worth $9.65M as of Q2 2026.
Jefferies Financial Group bought 32,897 Valero Energy shares in Q2 2026, an estimated $8.1M.
Valero Energy made up 0.06% of Jefferies Financial Group's portfolio in Q2 2026, its #257 holding.
Jefferies Financial Group first reported a position in Valero Energy in Q3 2018 and has held it in 16 quarters since.
Jefferies Financial Group's Valero Energy position peaked at $17M in Q2 2023.
1,983 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.