LIS
VLO icon

Legacy Investment Solutions’s Valero Energy VLO Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$12.5K Buy
+93
New +$11.6K 0.01% 286
2024
Q4 		$12.4K Hold
93
– – 0.01% 256
2024
Q3 		$13K Buy
+93
New +$13.5K 0.01% 271

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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 Investment Solutions's VLO Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Valero Energy (VLO) in Q2 2025: 93 shares worth $12.5K. The stake represents 0.01% of the portfolio and ranks #286 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VLO as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VLO in Q3 2024 and has held it in 3 quarters since. The position peaked at $13K in Q3 2024. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • Legacy Investment Solutions held 93 shares of Valero Energy worth $12.5K as of Q2 2025.
  • Valero Energy was a new Legacy Investment Solutions position in Q2 2025.
  • Valero Energy made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #286 holding.
  • Legacy Investment Solutions first reported a position in Valero Energy in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Valero Energy position peaked at $13K in Q3 2024.
  • 1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.