Pallas Capital Advisors’s Valero Energy VLO Stock Holding History

Pallas Capital 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	$1.08M	Sell	4,381 -94	-2%	-$19.4K	0.04%	311
2025 Q4	$728K	Sell	4,475 -71	-2%	-$12K	0.02%	436
2025 Q3	$774K	Sell	4,546 -570	-11%	-$85K	0.03%	400
2025 Q2	$688K	Sell	5,116 -3,131	-38%	-$390K	0.03%	416
2025 Q1	$1.09M	Buy	+8,247	New	+$1.09M	0.05%	286
2024 Q4	–	Sell	-1,862	Closed	-$245K	–	635
2024 Q3	$245K	Sell	1,862 -333	-15%	-$48.4K	0.01%	523
2024 Q2	$324K	Buy	2,195 +311	+17%	+$50.2K	0.01%	395
2024 Q1	$322K	Buy	+1,884	New	+$270K	0.01%	350

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pallas Capital Advisors's VLO Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Valero Energy (VLO) stake by 2.1% in Q1 2026, selling an estimated $19.4K and leaving 4,381 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #311.

Pallas Capital Advisors first reported a position in VLO in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q1 2025. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Pallas Capital Advisors held 4,381 shares of Valero Energy worth $1.08M as of Q1 2026.
Pallas Capital Advisors sold 94 Valero Energy shares in Q1 2026, an estimated $19.4K.
Valero Energy made up 0.04% of Pallas Capital Advisors's portfolio in Q1 2026, its #311 holding.
Pallas Capital Advisors first reported a position in Valero Energy in Q1 2024 and has held it in 8 quarters since.
Pallas Capital Advisors's Valero Energy position peaked at $1.09M in Q1 2025.
1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.