LPL Financial’s Valero Energy VLO Stock Holding History

LPL Financial’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
2023 Q3	–	Sell	-3,500	Closed	-$411K	–	4801
2023 Q2	$411K	Buy	+3,500	New	+$407K	﹤0.01%	3603

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

LPL Financial's VLO Position: Q1 2026 in Review

LPL Financial increased its Valero Energy (VLO) stake by 9% in Q1 2026, buying an estimated $9.37M and bringing the position to 550,907 shares worth $136M. The position accounts for 0.04% of the portfolio, ranked #469.

LPL Financial first reported a position in VLO in Q2 2013 and has held it in 51 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

LPL Financial held 550,907 shares of Valero Energy worth $136M as of Q1 2026.
LPL Financial bought 45,429 Valero Energy shares in Q1 2026, an estimated $9.37M.
Valero Energy made up 0.04% of LPL Financial's portfolio in Q1 2026, its #469 holding.
LPL Financial first reported a position in Valero Energy in Q2 2013 and has held it in 51 quarters since.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.