KA
VLO icon

Kovack Advisors’s Valero Energy VLO Stock Holding History

Kovack 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 		$354K Sell
1,457
-621
-30% -$128K 0.02% 697
2025
Q4 		$338K Buy
+2,078
New +$352K 0.02% 726
2024
Q3 		– Sell
-1,515
Closed -$238K – 620
2024
Q2 		$238K Buy
1,515
+56
+4% +$9.04K 0.03% 478
2024
Q1 		$249K Sell
1,459
-1,182
-45% -$169K 0.03% 393
2023
Q4 		$343K Buy
2,641
+398
+18% +$50.6K 0.04% 388
2023
Q3 		$318K Buy
+2,243
New +$294K 0.04% 375
2023
Q2 		– Sell
-1,760
Closed -$246K – 651
2023
Q1 		$246K Buy
1,760
+111
+7% +$14.9K 0.03% 462
2022
Q4 		$209K Buy
+1,649
New +$207K 0.03% 506
2022
Q2 		– Sell
-2,518
Closed -$255K – 746
2022
Q1 		$255K Buy
+2,518
New +$218K 0.03% 574
2020
Q1 		– Sell
-2,340
Closed -$219K – 555
2019
Q4 		$219K Sell
2,340
-759
-24% -$71.7K 0.04% 431
2019
Q3 		$264K Buy
3,099
+251
+9% +$20.3K 0.05% 362
2019
Q2 		$244K Sell
2,848
-699
-20% -$57.7K 0.06% 348
2019
Q1 		$301K Buy
3,547
+212
+6% +$17.5K 0.08% 292
2018
Q4 		$250K Sell
3,335
-99
-3% -$8.7K 0.07% 301
2018
Q3 		$391K Buy
3,434
+450
+15% +$51.1K 0.1% 247
2018
Q2 		$331K Buy
+2,984
New +$335K 0.09% 253
2018
Q1 		– Sell
-4,105
Closed -$377K – 540
2017
Q4 		$377K Buy
+4,105
New +$339K 0.1% 248

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

Kovack Advisors's VLO Position: Q1 2026 in Review

Kovack Advisors reduced its Valero Energy (VLO) stake by 30% in Q1 2026, selling an estimated $128K and leaving 1,457 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #697.

Kovack Advisors first reported a position in VLO in Q4 2017 and has held it in 17 quarters since. The position peaked at $391K in Q3 2018. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Kovack Advisors held 1,457 shares of Valero Energy worth $354K as of Q1 2026.
  • Kovack Advisors sold 621 Valero Energy shares in Q1 2026, an estimated $128K.
  • Valero Energy made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #697 holding.
  • Kovack Advisors first reported a position in Valero Energy in Q4 2017 and has held it in 17 quarters since.
  • Kovack Advisors's Valero Energy position peaked at $391K in Q3 2018.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

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