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Moneta Group Investment Advisors’s Valero Energy VLO Stock Holding History

Moneta Group 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 		$429K Buy
1,737
+122
+8% +$25.2K ﹤0.01% 544
2025
Q4 		$263K Sell
1,615
-508
-24% -$86.1K ﹤0.01% 673
2025
Q3 		$361K Buy
2,123
+365
+21% +$54.4K ﹤0.01% 572
2025
Q2 		$236K Sell
1,758
-50
-3% -$6.23K ﹤0.01% 621
2025
Q1 		$239K Buy
+1,808
New +$240K ﹤0.01% 580
2024
Q2 		– Sell
-1,330
Closed -$227K – 633
2024
Q1 		$227K Buy
+1,330
New +$191K ﹤0.01% 549
2023
Q2 		– Sell
-1,625
Closed -$227K – 577
2023
Q1 		$227K Buy
+1,625
New +$218K 0.01% 473
2018
Q4 		– Sell
-5,400
Closed -$614K – 251
2018
Q3 		$614K Sell
5,400
-442
-8% -$50.2K 0.06% 134
2018
Q2 		$647K Sell
5,842
-2,106
-26% -$236K 0.07% 149
2018
Q1 		$737K Buy
7,948
+5
+0.1% +$467 0.1% 97
2017
Q4 		$730K Sell
7,943
-4,000
-33% -$330K 0.11% 98
2017
Q3 		$919K Sell
11,943
-3,997
-25% -$275K 0.14% 71
2017
Q2 		$1.07M Hold
15,940
– – 0.18% 79
2017
Q1 		$1.06M Sell
15,940
-418
-3% -$28K 0.21% 48
2016
Q4 		$1.12M Buy
16,358
+3,418
+26% +$210K 0.23% 47
2016
Q3 		$686K Hold
12,940
– – 0.16% 60
2016
Q2 		$660K Hold
12,940
– – 0.14% 94
2016
Q1 		$830K Hold
12,940
– – 0.18% 71
2015
Q4 		$915K Hold
12,940
– – 0.22% 48
2015
Q3 		$778K Buy
+12,940
New +$822K 0.22% 50

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

Moneta Group Investment Advisors's VLO Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Valero Energy (VLO) stake by 7.6% in Q1 2026, buying an estimated $25.2K and bringing the position to 1,737 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Moneta Group Investment Advisors first reported a position in VLO in Q3 2015 and has held it in 20 quarters since. The position peaked at $1.12M in Q4 2016. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Moneta Group Investment Advisors held 1,737 shares of Valero Energy worth $429K as of Q1 2026.
  • Moneta Group Investment Advisors bought 122 Valero Energy shares in Q1 2026, an estimated $25.2K.
  • Valero Energy made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #544 holding.
  • Moneta Group Investment Advisors first reported a position in Valero Energy in Q3 2015 and has held it in 20 quarters since.
  • Moneta Group Investment Advisors's Valero Energy position peaked at $1.12M in Q4 2016.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.