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Limestone Investment Advisors’s Valero Energy VLO Stock Holding History

Limestone Investment 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 		$296K Sell
1,200
-10,300
-90% -$2.12M 0.02% 264
2025
Q4 		$1.87M Buy
+11,500
New +$1.95M 0.18% 96
2025
Q3 		– Sell
-1,600
Closed -$215K – 675
2025
Q2 		$215K Buy
+1,600
New +$199K 0.02% 379

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

Limestone Investment Advisors's VLO Position: Q1 2026 in Review

Limestone Investment Advisors sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 4,855 shares — an estimated $1M sold.

Limestone Investment Advisors first reported a position in VLO in Q4 2025 and held it in 1 quarter. The position peaked at $790K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Limestone Investment Advisors reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
  • Limestone Investment Advisors sold 4,855 Valero Energy shares in Q1 2026, an estimated $1M.
  • Limestone Investment Advisors first reported a position in Valero Energy in Q4 2025 and held it in 1 quarter.
  • Limestone Investment Advisors's Valero Energy position peaked at $790K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.