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Perbak Capital Partners’s Valero Energy VLO Stock Holding History

Perbak Capital Partners’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 		$404K Buy
+1,636
New +$337K 0.1% 223
2025
Q4 		– Sell
-6,658
Closed -$1.13M – 321
2025
Q3 		$1.13M Buy
6,658
+880
+15% +$131K 0.2% 108
2025
Q2 		$777K Buy
5,778
+3,037
+111% +$378K 0.18% 113
2025
Q1 		$362K Buy
+2,741
New +$364K 0.27% 60

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

Perbak Capital Partners's VLO Position: Q1 2026 in Review

Perbak Capital Partners opened a new position in Valero Energy (VLO) in Q1 2026: 1,636 shares worth $404K. The stake represents 0.1% of the portfolio and ranks #223 among its holdings. This is a return to the name: Perbak Capital Partners previously reported a position in VLO as recently as Q3 2025.

Perbak Capital Partners first reported a position in VLO in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q3 2025. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Perbak Capital Partners held 1,636 shares of Valero Energy worth $404K as of Q1 2026.
  • Valero Energy was a new Perbak Capital Partners position in Q1 2026.
  • Valero Energy made up 0.1% of Perbak Capital Partners's portfolio in Q1 2026, its #223 holding.
  • Perbak Capital Partners first reported a position in Valero Energy in Q1 2025 and has held it in 4 quarters since.
  • Perbak Capital Partners's Valero Energy position peaked at $1.13M in Q3 2025.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Perbak Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.