Lido Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.6M | Buy |
90,717
+5,254
| +6% | +$1.29M | 0.06% | 197 |
|
|
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
Lido Advisors's VLO Position: Q2 2026 in Review
Lido Advisors increased its Valero Energy (VLO) stake by 6.1% in Q2 2026, buying an estimated $1.29M and bringing the position to 90,717 shares worth $23.6M. The position accounts for 0.06% of the portfolio, ranked #197.
Lido Advisors first reported a position in VLO in Q3 2018 and has held it in 26 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Lido Advisors held 90,717 shares of Valero Energy worth $23.6M as of Q2 2026.
- Lido Advisors bought 5,254 Valero Energy shares in Q2 2026, an estimated $1.29M.
- Valero Energy made up 0.06% of Lido Advisors's portfolio in Q2 2026, its #197 holding.
- Lido Advisors first reported a position in Valero Energy in Q3 2018 and has held it in 26 quarters since.
- 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.