Level Four Advisory Services’s Valero Energy VLO Stock Holding History

Level Four Advisory Services’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	$3.23M	Buy	13,089 +371	+3%	+$76.5K	0.11%	222
2025 Q4	$2.07M	Buy	12,718 +530	+4%	+$89.8K	0.07%	279
2025 Q3	$2.08M	Sell	12,188 -100	-0.8%	-$14.9K	0.07%	269
2025 Q2	$1.65M	Sell	12,288 -1,038	-8%	-$129K	0.06%	284
2025 Q1	$1.76M	Sell	13,326 -341	-2%	-$45.2K	0.07%	258
2024 Q4	$1.68M	Sell	13,667 -143	-1%	-$19.1K	0.07%	262
2024 Q3	$1.79M	Sell	13,810 -1,149	-8%	-$167K	0.08%	249
2024 Q2	$2.34M	Sell	14,959 -2,448	-14%	-$395K	0.11%	211
2024 Q1	$2.26M	Hold	17,407	–	–	0.12%	184
2023 Q4	$2.26M	Sell	17,407 -7,281	-29%	-$926K	0.13%	182
2023 Q3	$3.5M	Buy	24,688 +5,629	+30%	+$737K	0.23%	119
2023 Q2	$2.24M	Buy	19,059 +152	+0.8%	+$17.7K	0.13%	167
2023 Q1	$2.64M	Buy	18,907 +2,819	+18%	+$379K	0.17%	140
2022 Q4	$2.04M	Sell	16,088 -2,710	-14%	-$340K	0.15%	163
2022 Q3	$2.01M	Buy	18,798 +1,583	+9%	+$174K	0.2%	132
2022 Q2	$1.83M	Buy	17,215 +4,079	+31%	+$483K	0.17%	143
2022 Q1	$1.33M	Sell	13,136 -115	-0.9%	-$9.97K	0.1%	195
2021 Q4	$995K	Buy	13,251 +2,815	+27%	+$210K	0.08%	253
2021 Q3	$736K	Sell	10,436 -517	-5%	-$34.4K	0.08%	228
2021 Q2	$855K	Sell	10,953 -405	-4%	-$31.4K	0.06%	295
2021 Q1	$813K	Buy	11,358 +17	+0.1%	+$1.16K	0.06%	299
2020 Q4	$642K	Buy	11,341 +4,979	+78%	+$244K	0.05%	318
2020 Q3	$276K	Sell	6,362 -810	-11%	-$42.4K	0.02%	452
2020 Q2	$424K	Sell	7,172 -1,277	-15%	-$76.3K	0.03%	395
2020 Q1	$384K	Sell	8,449 -2,727	-24%	-$198K	0.05%	345
2019 Q4	$1.05M	Buy	11,176 +979	+10%	+$92.5K	0.04%	273
2019 Q3	$869K	Buy	10,197 +1,623	+19%	+$131K	0.09%	223
2019 Q2	$734K	Buy	8,574 +101	+1%	+$8.34K	0.07%	253
2019 Q1	$719K	Buy	8,473 +215	+3%	+$17.8K	0.08%	243
2018 Q4	$619K	Buy	8,258 +255	+3%	+$22.4K	0.08%	254
2018 Q3	$910K	Sell	8,003 -456	-5%	-$51.8K	0.1%	211
2018 Q2	$937K	Buy	8,459 +919	+12%	+$103K	0.07%	247
2018 Q1	$699K	Sell	7,540 -626	-8%	-$58.4K	0.05%	307
2017 Q4	$751K	Buy	8,166 +130	+2%	+$10.7K	0.06%	292
2017 Q3	$618K	Sell	8,036 -29,487	-79%	-$2.03M	0.05%	309
2017 Q2	$781K	Buy	37,523 +29,791	+385%	+$1.93M	0.12%	181
2017 Q1	$503K	Buy	7,732 +555	+8%	+$37.1K	0.05%	322
2016 Q4	$490K	Buy	+7,177	New	+$442K	0.06%	277

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

Level Four Advisory Services's VLO Position: Q1 2026 in Review

Level Four Advisory Services increased its Valero Energy (VLO) stake by 2.9% in Q1 2026, buying an estimated $76.5K and bringing the position to 13,089 shares worth $3.23M. The position accounts for 0.11% of the portfolio, ranked #222.

Level Four Advisory Services first reported a position in VLO in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.5M in Q3 2023. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Level Four Advisory Services held 13,089 shares of Valero Energy worth $3.23M as of Q1 2026.
Level Four Advisory Services bought 371 Valero Energy shares in Q1 2026, an estimated $76.5K.
Valero Energy made up 0.11% of Level Four Advisory Services's portfolio in Q1 2026, its #222 holding.
Level Four Advisory Services first reported a position in Valero Energy in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's Valero Energy position peaked at $3.5M in Q3 2023.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.