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Principal Securities’s Valero Energy VLO Stock Holding History

Principal Securities’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 		$3.56M Buy
14,402
+2,353
+20% +$485K 0.05% 327
2025
Q4 		$1.96M Buy
12,049
+4,089
+51% +$693K 0.03% 481
2025
Q3 		$1.36M Buy
7,960
+925
+13% +$138K 0.02% 570
2025
Q2 		$946K Buy
7,035
+893
+15% +$111K 0.02% 630
2025
Q1 		$753K Hold
6,142
– – 0.02% 646
2024
Q4 		$753K Sell
6,142
-2,705
-31% -$362K 0.02% 642
2024
Q3 		$1.19M Sell
8,847
-491
-5% -$71.3K 0.03% 479
2024
Q2 		$1.46M Buy
9,338
+2,238
+32% +$361K 0.04% 382
2024
Q1 		$1.21M Buy
7,100
+809
+13% +$116K 0.04% 404
2023
Q4 		$818K Buy
+6,291
New +$800K 0.03% 467

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

Principal Securities's VLO Position: Q1 2026 in Review

Principal Securities increased its Valero Energy (VLO) stake by 20% in Q1 2026, buying an estimated $485K and bringing the position to 14,402 shares worth $3.56M. The position accounts for 0.05% of the portfolio, ranked #327.

Principal Securities first reported a position in VLO in Q4 2023 and has held it in 10 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Principal Securities held 14,402 shares of Valero Energy worth $3.56M as of Q1 2026.
  • Principal Securities bought 2,353 Valero Energy shares in Q1 2026, an estimated $485K.
  • Valero Energy made up 0.05% of Principal Securities's portfolio in Q1 2026, its #327 holding.
  • Principal Securities first reported a position in Valero Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.