KCM Investment Advisors’s Valero Energy VLO Stock Holding History

KCM Investment Advisors’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	$1.79M	Buy	7,263 +716	+11%	+$148K	0.06%	168
2025 Q4	$1.07M	Buy	6,547 +1,652	+34%	+$280K	0.03%	210
2025 Q3	$833K	Buy	4,895 +355	+8%	+$52.9K	0.03%	225
2025 Q2	$610K	Sell	4,540 -40	-0.9%	-$4.99K	0.02%	252
2025 Q1	$605K	Sell	4,580 -917	-17%	-$122K	0.02%	245
2024 Q4	$674K	Buy	5,497 +99	+2%	+$13.2K	0.02%	234
2024 Q3	$729K	Buy	5,398 +105	+2%	+$15.2K	0.02%	236
2024 Q2	$830K	Hold	5,293	–	–	0.03%	223
2024 Q1	$903K	Buy	5,293 +861	+19%	+$123K	0.03%	218
2023 Q4	$576K	Buy	4,432 +259	+6%	+$33K	0.02%	243
2023 Q3	$591K	Sell	4,173 -800	-16%	-$105K	0.03%	232
2023 Q2	$583K	Buy	4,973 +198	+4%	+$23K	0.02%	244
2023 Q1	$667K	Buy	4,775 +225	+5%	+$30.2K	0.03%	238
2022 Q4	$577K	Buy	4,550 +47	+1%	+$5.9K	0.02%	251
2022 Q3	$481K	Buy	4,503 +350	+8%	+$38.5K	0.02%	252
2022 Q2	$441K	Sell	4,153 -175	-4%	-$20.7K	0.02%	275
2022 Q1	$439K	Buy	4,328 +800	+23%	+$69.4K	0.02%	304
2021 Q4	$265K	Sell	3,528 -501	-12%	-$37.3K	0.01%	366
2021 Q3	$284K	Sell	4,029 -545	-12%	-$36.3K	0.01%	335
2021 Q2	$357K	Buy	4,574 +608	+15%	+$47.1K	0.01%	307
2021 Q1	$284K	Buy	+3,966	New	+$270K	0.01%	315
2020 Q1	–	Sell	-5,822	Closed	-$545K	–	344
2019 Q4	$545K	Hold	5,822	–	–	0.03%	234
2019 Q3	$496K	Buy	5,822 +85	+1%	+$6.87K	0.03%	238
2019 Q2	$491K	Sell	5,737 -685	-11%	-$56.6K	0.03%	232
2019 Q1	$545K	Sell	6,422 -149	-2%	-$12.3K	0.04%	213
2018 Q4	$493K	Sell	6,571 -5,235	-44%	-$460K	0.03%	333
2018 Q3	$1.34M	Buy	11,806 +7,584	+180%	+$861K	0.08%	208
2018 Q2	$468K	Sell	4,222 -150	-3%	-$16.8K	0.03%	361
2018 Q1	$406K	Hold	4,372	–	–	0.02%	389
2017 Q4	$402K	Buy	4,372 +288	+7%	+$23.8K	0.02%	386
2017 Q3	$314K	Buy	4,084 +23	+0.6%	+$1.58K	0.02%	423
2017 Q2	$274K	Buy	4,061 +903	+29%	+$58.6K	0.02%	452
2017 Q1	$209K	Buy	3,158 +2	+0.1%	+$134	0.01%	515
2016 Q4	$216K	Buy	+3,156	New	+$194K	0.01%	501
2016 Q2	–	Sell	-3,650	Closed	-$234K	–	533
2016 Q1	$234K	Buy	3,650 +100	+3%	+$6.36K	0.02%	474
2015 Q4	$251K	Sell	3,550 -150	-4%	-$10.2K	0.02%	453
2015 Q3	$222K	Buy	+3,700	New	+$235K	0.02%	474
2014 Q1	–	Sell	-4,300	Closed	-$217K	–	461
2013 Q4	$217K	Buy	+4,300	New	+$181K	0.02%	417

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KCM Investment Advisors's VLO Position: Q1 2026 in Review

KCM Investment Advisors increased its Valero Energy (VLO) stake by 11% in Q1 2026, buying an estimated $148K and bringing the position to 7,263 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #168.

KCM Investment Advisors first reported a position in VLO in Q4 2013 and has held it in 38 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

KCM Investment Advisors held 7,263 shares of Valero Energy worth $1.79M as of Q1 2026.
KCM Investment Advisors bought 716 Valero Energy shares in Q1 2026, an estimated $148K.
Valero Energy made up 0.06% of KCM Investment Advisors's portfolio in Q1 2026, its #168 holding.
KCM Investment Advisors first reported a position in Valero Energy in Q4 2013 and has held it in 38 quarters since.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.