Lido Advisors
VLO icon

Lido Advisors’s Valero Energy VLO Stock Holding History

Lido Advisors’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 		$21.1M Sell
85,463
-32,601
-28% -$6.72M 0.06% 194
2025
Q4 		$19.6M Buy
118,064
+1,065
+0.9% +$180K 0.06% 204
2025
Q3 		$19.9M Buy
116,999
+54,228
+86% +$8.09M 0.06% 194
2025
Q2 		$8.44M Sell
62,771
-928
-1% -$116K 0.03% 276
2025
Q1 		$8.41M Buy
63,699
+33,430
+110% +$4.44M 0.04% 259
2024
Q4 		$3.71M Sell
30,269
-34,026
-53% -$4.55M 0.02% 390
2024
Q3 		$8.68M Buy
64,295
+48,220
+300% +$7M 0.04% 226
2024
Q2 		$2.52M Buy
16,075
+6,088
+61% +$982K 0.01% 403
2024
Q1 		$1.7M Buy
9,987
+1,162
+13% +$166K 0.01% 471
2023
Q4 		$1.15M Sell
8,825
-520
-6% -$66.2K 0.01% 569
2023
Q3 		$1.32M Sell
9,345
-107
-1% -$14K 0.01% 470
2023
Q2 		$1.11M Buy
9,452
+432
+5% +$50.2K 0.01% 498
2023
Q1 		$1.26M Buy
9,020
+1,637
+22% +$220K 0.01% 428
2022
Q4 		$937K Buy
7,383
+968
+15% +$122K 0.01% 425
2022
Q3 		$685K Buy
6,415
+306
+5% +$33.7K 0.01% 460
2022
Q2 		$649K Buy
6,109
+2,128
+53% +$252K 0.01% 455
2022
Q1 		$404K Sell
3,981
-638
-14% -$55.3K ﹤0.01% 680
2021
Q4 		$346K Sell
4,619
-10
-0.2% -$745 ﹤0.01% 749
2021
Q3 		$326K Buy
4,629
+281
+6% +$18.7K ﹤0.01% 729
2021
Q2 		$340K Sell
4,348
-955
-18% -$74K ﹤0.01% 669
2021
Q1 		$380K Sell
5,303
-12,777
-71% -$868K 0.01% 578
2020
Q4 		$1.02M Buy
+18,080
New +$887K 0.02% 310
2020
Q1 		– Sell
-2,820
Closed -$264K – 683
2019
Q4 		$264K Buy
+2,820
New +$266K 0.01% 546
2019
Q2 		– Sell
-4,603
Closed -$390K – 577
2019
Q1 		$390K Buy
+4,603
New +$380K 0.03% 334
2018
Q4 		– Sell
-1,911
Closed -$217K – 488
2018
Q3 		$217K Buy
+1,911
New +$217K 0.02% 409

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

Lido Advisors's VLO Position: Q1 2026 in Review

Lido Advisors reduced its Valero Energy (VLO) stake by 28% in Q1 2026, selling an estimated $6.72M and leaving 85,463 shares worth $21.1M. The position accounts for 0.06% of the portfolio, ranked #194.

Lido Advisors first reported a position in VLO in Q3 2018 and has held it in 25 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Lido Advisors held 85,463 shares of Valero Energy worth $21.1M as of Q1 2026.
  • Lido Advisors sold 32,601 Valero Energy shares in Q1 2026, an estimated $6.72M.
  • Valero Energy made up 0.06% of Lido Advisors's portfolio in Q1 2026, its #194 holding.
  • Lido Advisors first reported a position in Valero Energy in Q3 2018 and has held it in 25 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.