Kennedy Capital Management’s Valero Energy VLO Stock Holding History

Kennedy Capital Management’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 Q2	$364K	Sell	1,399 -86	-6%	-$21.2K	0.01%	524
2026 Q1	$367K	Sell	1,485 -8	-0.5%	-$1.65K	0.01%	521
2025 Q4	$243K	Hold	1,493	–	–	0.01%	525
2025 Q3	$254K	Hold	1,493	–	–	0.01%	547
2025 Q2	$201K	Buy	+1,493	New	+$186K	﹤0.01%	572
2024 Q2	–	Sell	-1,208	Closed	-$206K	–	752
2024 Q1	$206K	Buy	+1,208	New	+$173K	﹤0.01%	704
2023 Q2	–	Sell	-1,979	Closed	-$276K	–	700
2023 Q1	$276K	Buy	+1,979	New	+$266K	0.01%	589
2018 Q4	–	Sell	-2,099	Closed	-$239K	–	743
2018 Q3	$239K	Buy	2,099 +138	+7%	+$15.7K	﹤0.01%	707
2018 Q2	$217K	Buy	+1,961	New	+$220K	﹤0.01%	719

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 $3.37T AUM 44.26% 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

Kennedy Capital Management's VLO Position: Q2 2026 in Review

Kennedy Capital Management reduced its Valero Energy (VLO) stake by 5.8% in Q2 2026, selling an estimated $21.2K and leaving 1,399 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #524.

Kennedy Capital Management first reported a position in VLO in Q2 2018 and has held it in 9 quarters since. The position peaked at $367K in Q1 2026. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Kennedy Capital Management held 1,399 shares of Valero Energy worth $364K as of Q2 2026.
Kennedy Capital Management sold 86 Valero Energy shares in Q2 2026, an estimated $21.2K.
Valero Energy made up 0.01% of Kennedy Capital Management's portfolio in Q2 2026, its #524 holding.
Kennedy Capital Management first reported a position in Valero Energy in Q2 2018 and has held it in 9 quarters since.
Kennedy Capital Management's Valero Energy position peaked at $367K in Q1 2026.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.