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NEOS Investment Management’s Valero Energy VLO Stock Holding History

NEOS Investment 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
Q2 		$13M Buy
50,105
+6,649
+15% +$1.64M 0.05% 227
2026
Q1 		$10.7M Sell
43,456
-11,034
-20% -$2.27M 0.05% 227
2025
Q4 		$8.87M Buy
54,490
+7,406
+16% +$1.25M 0.05% 242
2025
Q3 		$8.02M Buy
47,084
+16,887
+56% +$2.52M 0.06% 232
2025
Q2 		$4.06M Buy
30,197
+5,349
+22% +$667K 0.05% 274
2025
Q1 		$3.28M Buy
24,848
+4,134
+20% +$549K 0.06% 252
2024
Q4 		$2.54M Buy
20,714
+4,978
+32% +$666K 0.06% 263
2024
Q3 		$2.12M Buy
15,736
+3,248
+26% +$472K 0.06% 255
2024
Q2 		$1.96M Buy
12,488
+3,984
+47% +$643K 0.08% 220
2024
Q1 		$1.45M Buy
8,504
+3,676
+76% +$527K 0.09% 208
2023
Q4 		$628K Buy
4,828
+1,086
+29% +$138K 0.06% 244
2023
Q3 		$530K Buy
+3,742
New +$490K 0.07% 205

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NEOS Investment Management's VLO Position: Q2 2026 in Review

NEOS Investment Management increased its Valero Energy (VLO) stake by 15% in Q2 2026, buying an estimated $1.64M and bringing the position to 50,105 shares worth $13M. The position accounts for 0.05% of the portfolio, ranked #227.

NEOS Investment Management first reported a position in VLO in Q3 2023 and has held it in 12 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • NEOS Investment Management held 50,105 shares of Valero Energy worth $13M as of Q2 2026.
  • NEOS Investment Management bought 6,649 Valero Energy shares in Q2 2026, an estimated $1.64M.
  • Valero Energy made up 0.05% of NEOS Investment Management's portfolio in Q2 2026, its #227 holding.
  • NEOS Investment Management first reported a position in Valero Energy in Q3 2023 and has held it in 12 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.