Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Valero Energy VLO Stock Holding History

Kovitz Investment Group Partners’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 		$245K Buy
+993
New +$205K 0.01% 462
2025
Q4 		– Sell
-11,472
Closed -$1.95M – 1292
2025
Q3 		$1.95M Sell
11,472
-774
-6% -$115K 0.01% 674
2025
Q2 		$1.65M Buy
12,246
+1,885
+18% +$235K 0.01% 686
2025
Q1 		$1.37M Sell
10,361
-445
-4% -$59K 0.01% 663
2024
Q4 		$1.33M Buy
10,806
+514
+5% +$68.8K 0.01% 657
2024
Q3 		$699K Buy
10,292
+7,405
+256% +$1.08M 0.01% 704
2024
Q2 		$453K Sell
2,887
-1,107
-28% -$179K ﹤0.01% 665
2024
Q1 		$682K Buy
3,994
+2,207
+124% +$316K 0.01% 462
2023
Q4 		$232K Sell
1,787
-434
-20% -$55.2K ﹤0.01% 387
2023
Q3 		$315K Sell
2,221
-200
-8% -$26.2K 0.01% 356
2023
Q2 		$284K Buy
2,421
+1
+0% +$116 ﹤0.01% 372
2023
Q1 		$338K Sell
2,420
-188
-7% -$25.3K 0.01% 363
2022
Q4 		$331K Sell
2,608
-185
-7% -$23.2K 0.01% 351
2022
Q3 		$298K Buy
2,793
+228
+9% +$25.1K 0.01% 357
2022
Q2 		$273K Hold
2,565
– – 0.01% 372
2022
Q1 		$260K Buy
+2,565
New +$222K 0.01% 389
2021
Q4 		– Sell
-3,090
Closed -$218K – 462
2021
Q3 		$218K Buy
+3,090
New +$206K ﹤0.01% 412
2020
Q4 		– Sell
-6,965
Closed -$302K – 429
2020
Q3 		$302K Sell
6,965
-3,085
-31% -$162K 0.01% 359
2020
Q2 		$591K Sell
10,050
-20,962
-68% -$1.25M 0.02% 297
2020
Q1 		$1.41M Buy
31,012
+5,210
+20% +$378K 0.05% 209
2019
Q4 		$2.42M Buy
25,802
+3,685
+17% +$348K 0.07% 180
2019
Q3 		$1.89M Sell
22,117
-265
-1% -$21.4K 0.06% 204
2019
Q2 		$1.92M Buy
22,382
+19,575
+697% +$1.62M 0.06% 199
2019
Q1 		$238K Buy
+2,807
New +$232K 0.01% 346

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's VLO Position: Q1 2026 in Review

Kovitz Investment Group Partners opened a new position in Valero Energy (VLO) in Q1 2026: 993 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in VLO as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in VLO in Q1 2019 and has held it in 24 quarters since. The position peaked at $2.42M in Q4 2019. 1,865 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Kovitz Investment Group Partners held 993 shares of Valero Energy worth $245K as of Q1 2026.
  • Valero Energy was a new Kovitz Investment Group Partners position in Q1 2026.
  • Valero Energy made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #462 holding.
  • Kovitz Investment Group Partners first reported a position in Valero Energy in Q1 2019 and has held it in 24 quarters since.
  • Kovitz Investment Group Partners's Valero Energy position peaked at $2.42M in Q4 2019.
  • 1,865 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.