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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
Q3 		$2.55M Sell
6,389
-305
-5% -$103K 0.43% 57
2026
Q2 		$1.74M Hold
6,694
– – 0.31% 66
2026
Q1 		$1.65M Sell
6,694
-35
-0.5% -$7.22K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Legacy Trust's VLO Position: Q3 2026 in Review

Legacy Trust reduced its Valero Energy (VLO) stake by 4.6% in Q3 2026, selling an estimated $103K and leaving 6,389 shares worth $2.55M. The position accounts for 0.43% of the portfolio, ranked #57.

Legacy Trust first reported a position in VLO in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.23M in Q4 2022. 1,385 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Legacy Trust held 6,389 shares of Valero Energy worth $2.55M as of Q3 2026.
  • Legacy Trust sold 305 Valero Energy shares in Q3 2026, an estimated $103K.
  • Valero Energy made up 0.43% of Legacy Trust's portfolio in Q3 2026, its #57 holding.
  • Legacy Trust first reported a position in Valero Energy in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's Valero Energy position peaked at $4.23M in Q4 2022.
  • 1,385 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.