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MidWestOne Financial Group’s Valero Energy VLO Stock Holding History

MidWestOne Financial Group’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
Q4 		$1.26M Sell
7,768
-1,181
-13% -$200K 0.14% 136
2025
Q3 		$1.52M Sell
8,949
-866
-9% -$129K 0.19% 115
2025
Q2 		$1.32M Buy
9,815
+3,070
+46% +$383K 0.17% 125
2025
Q1 		$891K Buy
6,745
+166
+3% +$22K 0.13% 161
2024
Q4 		$807K Sell
6,579
-164
-2% -$21.9K 0.11% 175
2024
Q3 		$911K Sell
6,743
-198
-3% -$28.8K 0.13% 165
2024
Q2 		$1.09M Sell
6,941
-1,273
-15% -$205K 0.2% 132
2024
Q1 		$1.4M Buy
8,214
+46
+0.6% +$6.59K 0.25% 108
2023
Q4 		$1.06M Sell
8,168
-7
-0.1% -$891 0.2% 124
2023
Q3 		$1.16M Sell
8,175
-377
-4% -$49.4K 0.26% 104
2023
Q2 		$1M Sell
8,552
-24
-0.3% -$2.79K 0.22% 123
2023
Q1 		$1.2M Buy
8,576
+482
+6% +$64.8K 0.27% 93
2022
Q4 		$1.03M Sell
8,094
-218
-3% -$27.4K 0.23% 96
2022
Q3 		$888K Sell
8,312
-670
-7% -$73.7K 0.23% 107
2022
Q2 		$954K Buy
8,982
+6,504
+262% +$770K 0.24% 98
2022
Q1 		$252K Buy
+2,478
New +$215K 0.05% 224
2021
Q1 		– Sell
-5,626
Closed -$318K – 228
2020
Q4 		$318K Sell
5,626
-62
-1% -$3.04K 0.09% 170
2020
Q3 		$246K Buy
+5,688
New +$298K 0.08% 181
2020
Q1 		– Sell
-2,421
Closed -$226K – 231
2019
Q4 		$226K Sell
2,421
-10
-0.4% -$945 0.05% 217
2019
Q3 		$208K Hold
2,431
– – 0.06% 209
2019
Q2 		$208K Buy
+2,431
New +$201K 0.06% 248

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MidWestOne Financial Group's VLO Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Valero Energy (VLO) stake by 13% in Q4 2025, selling an estimated $200K and leaving 7,768 shares worth $1.26M. The position accounts for 0.14% of the portfolio, ranked #136.

MidWestOne Financial Group first reported a position in VLO in Q2 2019 and has held it in 21 quarters since. The position peaked at $1.52M in Q3 2025. 1,627 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

  • MidWestOne Financial Group held 7,768 shares of Valero Energy worth $1.26M as of Q4 2025.
  • MidWestOne Financial Group sold 1,181 Valero Energy shares in Q4 2025, an estimated $200K.
  • Valero Energy made up 0.14% of MidWestOne Financial Group's portfolio in Q4 2025, its #136 holding.
  • MidWestOne Financial Group first reported a position in Valero Energy in Q2 2019 and has held it in 21 quarters since.
  • MidWestOne Financial Group's Valero Energy position peaked at $1.52M in Q3 2025.
  • 1,627 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.