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Midwest Trust’s Valero Energy VLO Stock Holding History

Midwest Trust’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 		$1.15M Buy
4,664
+558
+14% +$115K 0.01% 340
2025
Q4 		$668K Buy
4,106
+316
+8% +$53.5K 0.01% 393
2025
Q3 		$645K Sell
3,790
-238
-6% -$35.5K 0.01% 392
2025
Q2 		$541K Buy
+4,028
New +$502K 0.01% 408

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

Midwest Trust's VLO Position: Q1 2026 in Review

Midwest Trust increased its Valero Energy (VLO) stake by 14% in Q1 2026, buying an estimated $115K and bringing the position to 4,664 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #340.

Midwest Trust first reported a position in VLO in Q2 2025 and has held it in 4 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Midwest Trust held 4,664 shares of Valero Energy worth $1.15M as of Q1 2026.
  • Midwest Trust bought 558 Valero Energy shares in Q1 2026, an estimated $115K.
  • Valero Energy made up 0.01% of Midwest Trust's portfolio in Q1 2026, its #340 holding.
  • Midwest Trust first reported a position in Valero Energy in Q2 2025 and has held it in 4 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.