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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
2019
Q4 		– Sell
-4
Closed -$1K – 558
2019
Q3 		$1K Buy
+4
New +$323 ﹤0.01% 509
2019
Q2 		– Sell
-4
Closed -$1K – 518
2019
Q1 		$1K Buy
+4
New +$331 ﹤0.01% 456
2018
Q4 		– Sell
-4
Closed -$1K – 498
2018
Q3 		$1K Buy
+4
New +$454 ﹤0.01% 462

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. 1,861 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.
  • 1,861 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.