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Neo Ivy Capital Management’s Valero Energy VLO Stock Holding History

Neo Ivy Capital Management’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 		– Sell
-3,585
Closed -$584K – 506
2025
Q4 		$584K Buy
+3,585
New +$607K 0.09% 204
2025
Q2 		– Sell
-15,890
Closed -$2.1M – 487
2025
Q1 		$2.1M Buy
+15,890
New +$2.11M 0.67% 54
2024
Q4 		– Sell
-12,482
Closed -$1.69M – 413
2024
Q3 		$1.69M Sell
12,482
-2,066
-14% -$300K 0.55% 74
2024
Q2 		$2.28M Buy
+14,548
New +$2.35M 0.45% 117
2023
Q4 		$88K Buy
+679
New +$86.4K 0.2% 136
2022
Q4 		– Sell
-1,040
Closed -$111K – 550
2022
Q3 		$111K Buy
+1,040
New +$114K 0.29% 137
2022
Q2 		– Sell
-4,894
Closed -$496K – 628
2022
Q1 		$496K Buy
4,894
+626
+15% +$54.3K 0.45% 73
2021
Q4 		$321K Buy
4,268
+1,944
+84% +$145K 0.46% 74
2021
Q3 		$137K Sell
2,324
-373
-14% -$24.8K 0.16% 200
2021
Q2 		$211K Buy
+2,697
New +$209K 0.21% 174
2020
Q3 		– Sell
-2,324
Closed -$137K – 631
2020
Q2 		$137K Sell
2,324
-1,737
-43% -$104K 0.16% 200
2020
Q1 		$184K Sell
4,061
-3,279
-45% -$238K 0.3% 127
2019
Q4 		$687K Buy
+7,340
New +$694K 0.79% 49

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Neo Ivy Capital Management's VLO Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 3,585 shares — an estimated $584K sold.

Neo Ivy Capital Management first reported a position in VLO in Q4 2019 and held it in 13 quarters. The position peaked at $2.28M in Q2 2024. 1,865 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Neo Ivy Capital Management reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
  • Neo Ivy Capital Management sold 3,585 Valero Energy shares in Q1 2026, an estimated $584K.
  • Neo Ivy Capital Management first reported a position in Valero Energy in Q4 2019 and held it in 13 quarters.
  • Neo Ivy Capital Management's Valero Energy position peaked at $2.28M in Q2 2024.
  • 1,865 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.