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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
Q2 		$3.65M Sell
14,009
-393
-3% -$96.8K 0.04% 361
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Principal Securities's VLO Position: Q2 2026 in Review

Principal Securities reduced its Valero Energy (VLO) stake by 2.7% in Q2 2026, selling an estimated $96.8K and leaving 14,009 shares worth $3.65M. The position accounts for 0.04% of the portfolio, ranked #361.

Principal Securities first reported a position in VLO in Q4 2023 and has held it in 11 quarters since. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Principal Securities held 14,009 shares of Valero Energy worth $3.65M as of Q2 2026.
  • Principal Securities sold 393 Valero Energy shares in Q2 2026, an estimated $96.8K.
  • Valero Energy made up 0.04% of Principal Securities's portfolio in Q2 2026, its #361 holding.
  • Principal Securities first reported a position in Valero Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.