Legacy Trust’s Valero Energy VLO Stock Holding History

Legacy Trust’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	$1.65M	Sell	6,694 -35	-0.5%	-$7.21K	0.32%	64
2025 Q4	$1.1M	Buy	6,729 +695	+12%	+$118K	0.2%	83
2025 Q3	$1.03M	Hold	6,034	–	–	0.2%	81
2025 Q2	$811K	Sell	6,034 -1,377	-19%	-$172K	0.2%	82
2025 Q1	$979K	Buy	7,411 +1	+0%	+$133	0.24%	75
2024 Q4	$908K	Sell	7,410 -64	-0.9%	-$8.56K	0.21%	75
2024 Q3	$1.01M	Buy	7,474 +189	+3%	+$27.4K	0.23%	73
2024 Q2	$1.14M	Sell	7,285 -219	-3%	-$35.3K	0.28%	68
2024 Q1	$1.28M	Sell	7,504 -361	-5%	-$51.7K	0.32%	68
2023 Q4	$1.02M	Sell	7,865 -856	-10%	-$109K	0.27%	74
2023 Q3	$1.24M	Sell	8,721 -1,033	-11%	-$135K	0.36%	70
2023 Q2	$1.14M	Sell	9,754 -471	-5%	-$54.7K	0.32%	71
2023 Q1	$1.43M	Sell	10,225 -23,122	-69%	-$3.11M	0.43%	66
2022 Q4	$4.23M	Buy	+33,347	New	+$4.19M	1.31%	29

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Legacy Trust's VLO Position: Q1 2026 in Review

Legacy Trust reduced its Valero Energy (VLO) stake by 0.52% in Q1 2026, selling an estimated $7.21K and leaving 6,694 shares worth $1.65M. The position accounts for 0.32% of the portfolio, ranked #64.

Legacy Trust first reported a position in VLO in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.23M in Q4 2022. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Legacy Trust held 6,694 shares of Valero Energy worth $1.65M as of Q1 2026.
Legacy Trust sold 35 Valero Energy shares in Q1 2026, an estimated $7.21K.
Valero Energy made up 0.32% of Legacy Trust's portfolio in Q1 2026, its #64 holding.
Legacy Trust first reported a position in Valero Energy in Q4 2022 and has held it in 14 quarters since.
Legacy Trust's Valero Energy position peaked at $4.23M in Q4 2022.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.