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Pinion Investment Advisors’s Valero Energy VLO Stock Holding History

Pinion 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 		$839K Sell
3,394
-979
-22% -$202K 0.2% 83
2025
Q4 		$712K Sell
4,373
-608
-12% -$103K 0.17% 89
2025
Q3 		$852K Buy
4,981
+814
+20% +$121K 0.23% 77
2025
Q2 		$560K Buy
4,167
+130
+3% +$16.2K 0.19% 90
2025
Q1 		$533K Buy
4,037
+899
+29% +$119K 0.12% 94
2024
Q4 		$385K Sell
3,138
-248
-7% -$33.2K 0.15% 107
2024
Q3 		$457K Buy
3,386
+491
+17% +$71.3K 0.19% 102
2024
Q2 		$454K Buy
2,895
+42
+1% +$6.78K 0.23% 87
2024
Q1 		$487K Buy
2,853
+37
+1% +$5.3K 0.25% 79
2023
Q4 		$366K Buy
2,816
+255
+10% +$32.4K 0.22% 99
2023
Q3 		$363K Buy
2,561
+252
+11% +$33K 0.24% 106
2023
Q2 		$271K Sell
2,309
-9
-0.4% -$1.05K 0.18% 135
2023
Q1 		$324K Buy
2,318
+401
+21% +$53.9K 0.3% 87
2022
Q4 		$243K Buy
+1,917
New +$241K 0.23% 110
2020
Q1 		– Sell
-2,730
Closed -$256K – 119
2019
Q4 		$256K Sell
2,730
-48
-2% -$4.54K 0.47% 104
2019
Q3 		$237K Buy
+2,778
New +$225K 0.49% 104

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

Pinion Investment Advisors's VLO Position: Q1 2026 in Review

Pinion Investment Advisors reduced its Valero Energy (VLO) stake by 22% in Q1 2026, selling an estimated $202K and leaving 3,394 shares worth $839K. The position accounts for 0.2% of the portfolio, ranked #83.

Pinion Investment Advisors first reported a position in VLO in Q3 2019 and has held it in 16 quarters since. The position peaked at $852K in Q3 2025. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Pinion Investment Advisors held 3,394 shares of Valero Energy worth $839K as of Q1 2026.
  • Pinion Investment Advisors sold 979 Valero Energy shares in Q1 2026, an estimated $202K.
  • Valero Energy made up 0.2% of Pinion Investment Advisors's portfolio in Q1 2026, its #83 holding.
  • Pinion Investment Advisors first reported a position in Valero Energy in Q3 2019 and has held it in 16 quarters since.
  • Pinion Investment Advisors's Valero Energy position peaked at $852K in Q3 2025.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.