RLH
VLO icon

RD Lewis Holdings’s Valero Energy VLO Stock Holding History

RD Lewis Holdings’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 		$533K Sell
2,268
-87
-4% -$17.9K 0.46% 51
2025
Q4 		$453K Buy
2,355
+19
+0.8% +$3.22K 0.39% 58
2025
Q3 		$415K Hold
2,336
– – 0.39% 57
2025
Q2 		$310K Buy
2,336
+68
+3% +$8.47K 0.31% 65
2025
Q1 		$270K Sell
2,268
-23
-1% -$3.05K 0.31% 69
2024
Q4 		$305K Buy
+2,291
New +$307K 0.34% 65

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

RD Lewis Holdings's VLO Position: Q1 2026 in Review

RD Lewis Holdings reduced its Valero Energy (VLO) stake by 3.7% in Q1 2026, selling an estimated $17.9K and leaving 2,268 shares worth $533K. The position accounts for 0.46% of the portfolio, ranked #51.

RD Lewis Holdings first reported a position in VLO in Q4 2024 and has held it in 6 quarters since. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • RD Lewis Holdings held 2,268 shares of Valero Energy worth $533K as of Q1 2026.
  • RD Lewis Holdings sold 87 Valero Energy shares in Q1 2026, an estimated $17.9K.
  • Valero Energy made up 0.46% of RD Lewis Holdings's portfolio in Q1 2026, its #51 holding.
  • RD Lewis Holdings first reported a position in Valero Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.