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Prudent Man Advisors’s Valero Energy VLO Stock Holding History

Prudent Man 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 		$902K Buy
3,652
+1,200
+49% +$247K 0.27% 80
2025
Q4 		$399K Sell
2,452
-21
-0.8% -$3.56K 0.15% 102
2025
Q3 		$421K Sell
2,473
-1,897
-43% -$283K 0.16% 100
2025
Q2 		$587K Buy
4,370
+9
+0.2% +$1.12K 0.19% 113
2025
Q1 		$576K Buy
4,361
+82
+2% +$10.9K 0.21% 113
2024
Q4 		$525K Sell
4,279
-558
-12% -$74.7K 0.19% 113
2024
Q3 		$653K Sell
4,837
-804
-14% -$117K 0.22% 113
2024
Q2 		$884K Buy
5,641
+236
+4% +$38.1K 0.31% 76
2024
Q1 		$923K Buy
5,405
+780
+17% +$112K 0.35% 70
2023
Q4 		$601K Sell
4,625
-2,737
-37% -$348K 0.22% 101
2023
Q3 		$1.04M Sell
7,362
-15
-0.2% -$1.97K 0.41% 55
2023
Q2 		$865K Sell
7,377
-3
-0% -$349 0.33% 66
2023
Q1 		$1.03M Sell
7,380
-130
-2% -$17.5K 0.4% 55
2022
Q4 		$953K Sell
7,510
-60
-0.8% -$7.53K 0.39% 58
2022
Q3 		$809K Buy
7,570
+907
+14% +$99.8K 0.38% 53
2022
Q2 		$708K Sell
6,663
-125
-2% -$14.8K 0.33% 55
2022
Q1 		$689K Sell
6,788
-124
-2% -$10.8K 0.28% 75
2021
Q4 		$519K Sell
6,912
-1,429
-17% -$106K 0.2% 98
2021
Q3 		$589K Sell
8,341
-32
-0.4% -$2.13K 0.22% 88
2021
Q2 		$654K Sell
8,373
-60
-0.7% -$4.65K 0.25% 83
2021
Q1 		$604K Buy
8,433
+344
+4% +$23.4K 0.25% 80
2020
Q4 		$457K Sell
8,089
-103
-1% -$5.05K 0.19% 94
2020
Q3 		$355K Buy
8,192
+68
+0.8% +$3.56K 0.19% 99
2020
Q2 		$478K Buy
+8,124
New +$485K 0.42% 67

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

Prudent Man Advisors's VLO Position: Q1 2026 in Review

Prudent Man Advisors increased its Valero Energy (VLO) stake by 49% in Q1 2026, buying an estimated $247K and bringing the position to 3,652 shares worth $902K. The position accounts for 0.27% of the portfolio, ranked #80.

Prudent Man Advisors first reported a position in VLO in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.04M in Q3 2023. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Prudent Man Advisors held 3,652 shares of Valero Energy worth $902K as of Q1 2026.
  • Prudent Man Advisors bought 1,200 Valero Energy shares in Q1 2026, an estimated $247K.
  • Valero Energy made up 0.27% of Prudent Man Advisors's portfolio in Q1 2026, its #80 holding.
  • Prudent Man Advisors first reported a position in Valero Energy in Q2 2020 and has held it in 24 quarters since.
  • Prudent Man Advisors's Valero Energy position peaked at $1.04M in Q3 2023.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.