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
2025 Q2	–	Sell	-1,000	Closed	-$132K	–	1764
2025 Q1	$132K	Hold	1,000	–	–	﹤0.01%	1430
2024 Q4	$123K	Hold	1,000	–	–	﹤0.01%	1431
2024 Q3	$135K	Hold	1,000	–	–	﹤0.01%	1379
2024 Q2	$157K	Hold	1,000	–	–	﹤0.01%	1313
2024 Q1	$171K	Hold	1,000	–	–	﹤0.01%	1283
2023 Q4	$130K	Sell	1,000 -600	-38%	-$76.3K	﹤0.01%	1276
2023 Q3	$227K	Hold	1,600	–	–	﹤0.01%	1034
2023 Q2	$188K	Buy	+1,600	New	+$186K	﹤0.01%	1106

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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.