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Plato Investment Management’s Valero Energy VLO Stock Holding History

Plato 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
Q1 		$656K Sell
2,653
-1,715
-39% -$354K 0.04% 323
2025
Q4 		$715K Buy
4,368
+676
+18% +$115K 0.05% 310
2025
Q3 		$624K Hold
3,692
– – 0.04% 325
2025
Q2 		$494K Buy
3,692
+325
+10% +$40.5K 0.04% 348
2025
Q1 		$449K Buy
3,367
+374
+12% +$49.6K 0.04% 336
2024
Q4 		$368K Buy
2,993
+905
+43% +$121K 0.03% 366
2024
Q3 		$282K Buy
2,088
+298
+17% +$43.3K 0.02% 358
2024
Q2 		$281K Sell
1,790
-4,722
-73% -$762K 0.03% 314
2024
Q1 		$1.11M Buy
6,512
+5,904
+971% +$846K 0.11% 194
2023
Q4 		$79K Buy
+608
New +$77.4K 0.1% 179

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

Plato Investment Management's VLO Position: Q1 2026 in Review

Plato Investment Management reduced its Valero Energy (VLO) stake by 39% in Q1 2026, selling an estimated $354K and leaving 2,653 shares worth $656K. The position accounts for 0.04% of the portfolio, ranked #323.

Plato Investment Management first reported a position in VLO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2024. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Plato Investment Management held 2,653 shares of Valero Energy worth $656K as of Q1 2026.
  • Plato Investment Management sold 1,715 Valero Energy shares in Q1 2026, an estimated $354K.
  • Valero Energy made up 0.04% of Plato Investment Management's portfolio in Q1 2026, its #323 holding.
  • Plato Investment Management first reported a position in Valero Energy in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Valero Energy position peaked at $1.11M in Q1 2024.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.