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 $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

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.