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Mount Yale Investment Advisors’s Valero Energy VLO Stock Holding History

Mount Yale 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 		$1.13M Buy
+4,559
New +$940K 0.03% 487
2025
Q3 		– Sell
-2,462
Closed -$331K – 1571
2025
Q2 		$331K Sell
2,462
-7,877
-76% -$982K 0.03% 432
2025
Q1 		$1.37M Buy
10,339
+665
+7% +$88.2K 0.12% 156
2024
Q4 		$1.19M Buy
9,674
+1,341
+16% +$179K 0.1% 174
2024
Q3 		$1.13M Buy
8,333
+3,598
+76% +$522K 0.11% 180
2024
Q2 		$742K Sell
4,735
-944
-17% -$152K 0.06% 263
2024
Q1 		$969K Buy
+5,679
New +$814K 0.07% 224
2020
Q3 		– Sell
-3,672
Closed -$216K – 378
2020
Q2 		$216K Sell
3,672
-6,098
-62% -$364K 0.04% 296
2020
Q1 		$443K Sell
9,770
-1,238
-11% -$89.9K 0.1% 194
2019
Q4 		$928K Buy
11,008
+363
+3% +$34.3K 0.16% 127
2019
Q3 		$1.07M Buy
10,645
+1,138
+12% +$92K 0.19% 111
2019
Q2 		$721K Buy
9,507
+2,974
+46% +$246K 0.13% 134
2019
Q1 		$554K Buy
6,533
+327
+5% +$27K 0.1% 157
2018
Q4 		$517K Buy
6,206
+5,470
+743% +$481K 0.11% 166
2018
Q3 		$68K Sell
736
-253
-26% -$28.7K 0.01% 551
2018
Q2 		$110K Sell
989
-66,480
-99% -$7.46M 0.02% 432
2018
Q1 		$6.26M Buy
+67,469
New +$6.3M 1.34% 17

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

Mount Yale Investment Advisors's VLO Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Valero Energy (VLO) in Q1 2026: 4,559 shares worth $1.13M. The stake represents 0.03% of the portfolio and ranks #487 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in VLO as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in VLO in Q1 2018 and has held it in 17 quarters since. The position peaked at $6.26M in Q1 2018. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Mount Yale Investment Advisors held 4,559 shares of Valero Energy worth $1.13M as of Q1 2026.
  • Valero Energy was a new Mount Yale Investment Advisors position in Q1 2026.
  • Valero Energy made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #487 holding.
  • Mount Yale Investment Advisors first reported a position in Valero Energy in Q1 2018 and has held it in 17 quarters since.
  • Mount Yale Investment Advisors's Valero Energy position peaked at $6.26M in Q1 2018.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.