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Legacy Bridge’s Valero Energy VLO Stock Holding History

Legacy Bridge’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 		$2.3M Sell
9,302
-51
-0.5% -$10.5K 0.88% 30
2025
Q4 		$1.52M Sell
9,353
-59
-0.6% -$10K 0.62% 55
2025
Q3 		$1.6M Sell
9,412
-30
-0.3% -$4.47K 0.67% 50
2025
Q2 		$1.27M Hold
9,442
– – 0.6% 63
2025
Q1 		$1.25M Buy
9,442
+10
+0.1% +$1.33K 0.7% 57
2024
Q4 		$1.16M Hold
9,432
– – 0.6% 66
2024
Q3 		$1.27M Buy
9,432
+17
+0.2% +$2.47K 0.69% 61
2024
Q2 		$1.48M Hold
9,415
– – 0.87% 43
2024
Q1 		$1.61M Hold
9,415
– – 0.94% 33
2023
Q4 		$1.22M Buy
9,415
+165
+2% +$21K 0.79% 55
2023
Q3 		$1.31M Hold
9,250
– – 0.93% 33
2023
Q2 		$1.09M Hold
9,250
– – 0.72% 58
2023
Q1 		$1.29M Sell
9,250
-390
-4% -$52.4K 0.9% 42
2022
Q4 		$1.22M Sell
9,640
-40
-0.4% -$5.02K 0.87% 41
2022
Q3 		$1.03M Sell
9,680
-1,590
-14% -$175K 0.82% 53
2022
Q2 		$1.2M Hold
11,270
– – 0.88% 32
2022
Q1 		$1.14M Hold
11,270
– – 0.67% 61
2021
Q4 		$846K Buy
11,270
+260
+2% +$19.4K 0.44% 93
2021
Q3 		$777K Hold
11,010
– – 0.45% 90
2021
Q2 		$860K Buy
11,010
+8,760
+389% +$678K 0.49% 85
2021
Q1 		$161K Buy
2,250
+2,210
+5,525% +$150K 0.1% 145
2020
Q4 		$2K Sell
40
-3,543
-99% -$174K ﹤0.01% 288
2020
Q3 		$155K Hold
3,583
– – 0.14% 134
2020
Q2 		$211K Buy
3,583
+540
+18% +$32.3K 0.23% 117
2020
Q1 		$138K Sell
3,043
-175
-5% -$12.7K 0.17% 131
2019
Q4 		$301K Hold
3,218
– – 0.25% 118
2019
Q3 		$274K Hold
3,218
– – 0.26% 113
2019
Q2 		$275K Hold
3,218
– – 0.27% 113
2019
Q1 		$273K Buy
3,218
+110
+4% +$9.09K 0.28% 111
2018
Q4 		$233K Buy
+3,108
New +$273K 0.29% 109

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

Legacy Bridge's VLO Position: Q1 2026 in Review

Legacy Bridge reduced its Valero Energy (VLO) stake by 0.55% in Q1 2026, selling an estimated $10.5K and leaving 9,302 shares worth $2.3M. The position accounts for 0.88% of the portfolio, ranked #30.

Legacy Bridge first reported a position in VLO in Q4 2018 and has held it in 30 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Legacy Bridge held 9,302 shares of Valero Energy worth $2.3M as of Q1 2026.
  • Legacy Bridge sold 51 Valero Energy shares in Q1 2026, an estimated $10.5K.
  • Valero Energy made up 0.88% of Legacy Bridge's portfolio in Q1 2026, its #30 holding.
  • Legacy Bridge first reported a position in Valero Energy in Q4 2018 and has held it in 30 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.