Shelton Capital Management’s Valero Energy VLO Stock Holding History

Shelton Capital 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	$399K	Sell	1,615 -104	-6%	-$21.4K	0.01%	420
2025 Q4	$280K	Hold	1,719	–	–	0.01%	520
2025 Q3	$293K	Sell	1,719 -52	-3%	-$7.75K	0.01%	520
2025 Q2	$238K	Hold	1,771	–	–	0.01%	593
2025 Q1	$234K	Sell	1,771 -72	-4%	-$9.55K	0.01%	589
2024 Q4	$226K	Hold	1,843	–	–	0.01%	639
2024 Q3	$249K	Sell	1,843 -171	-8%	-$24.8K	0.01%	595
2024 Q2	$316K	Hold	2,014	–	–	0.01%	467
2024 Q1	$344K	Hold	2,014	–	–	0.01%	474
2023 Q4	$262K	Sell	2,014 -384	-16%	-$48.9K	0.01%	564
2023 Q3	$340K	Hold	2,398	–	–	0.01%	418
2023 Q2	$281K	Hold	2,398	–	–	0.01%	534
2023 Q1	$335K	Sell	2,398 -168	-7%	-$22.6K	0.01%	421
2022 Q4	$326K	Hold	2,566	–	–	0.03%	400
2022 Q3	$274K	Sell	2,566 -97	-4%	-$10.7K	0.01%	486
2022 Q2	$283K	Hold	2,663	–	–	0.01%	498
2022 Q1	$270K	Hold	2,663	–	–	0.01%	613
2021 Q4	$200K	Buy	+2,663	New	+$198K	0.01%	806
2021 Q3	–	Sell	-2,663	Closed	-$208K	–	849
2021 Q2	$208K	Buy	+2,663	New	+$206K	0.01%	781
2021 Q1	–	Sell	-6,757	Closed	-$382K	–	830
2020 Q4	$382K	Hold	6,757	–	–	0.02%	415
2020 Q3	$293K	Hold	6,757	–	–	0.01%	551
2020 Q2	$397K	Hold	6,757	–	–	0.02%	369
2020 Q1	$306K	Hold	6,757	–	–	0.02%	390
2019 Q4	$633K	Sell	6,757 -533	-7%	-$50.4K	0.04%	301
2019 Q3	$621K	Buy	7,290 +3,831	+111%	+$310K	0.04%	297
2019 Q2	$296K	Buy	3,459 +3,166	+1,081%	+$261K	0.02%	541
2019 Q1	$3.46K	Sell	293 -3,166	-92%	-$262K	0.01%	684
2018 Q4	$259K	Hold	3,459	–	–	0.02%	550
2018 Q3	$393K	Hold	3,459	–	–	0.02%	449
2018 Q2	$383K	Sell	3,459 -4,800	-58%	-$538K	0.02%	451
2018 Q1	$766K	Sell	8,259 -37,973	-82%	-$3.54M	0.05%	271
2017 Q4	$4.25M	Buy	46,232 +20,700	+81%	+$1.71M	0.27%	88
2017 Q3	$1.96M	Buy	25,532 +21,500	+533%	+$1.48M	0.13%	153
2017 Q2	$272K	Sell	4,032 -700	-15%	-$45.4K	0.02%	631
2017 Q1	$314K	Sell	4,732 -100	-2%	-$6.69K	0.02%	551
2016 Q4	$330K	Sell	4,832 -3,500	-42%	-$215K	0.03%	574
2016 Q3	$442K	Sell	8,332 -2,002	-19%	-$107K	0.04%	414
2016 Q2	$527K	Buy	10,334 +700	+7%	+$39.6K	0.05%	356
2016 Q1	$618K	Buy	9,634 +900	+10%	+$57.2K	0.06%	308
2015 Q4	$618K	Sell	8,734 -4,600	-34%	-$313K	0.06%	290
2015 Q3	$801K	Buy	13,334 +1,600	+14%	+$102K	0.09%	210
2015 Q2	$735K	Sell	11,734 -2,900	-20%	-$171K	0.08%	244
2015 Q1	$931K	Sell	14,634 -5,507	-27%	-$307K	0.1%	206
2014 Q4	$997K	Sell	20,141 -894	-4%	-$43.3K	0.12%	178
2014 Q3	$973K	Buy	21,035 +7,005	+50%	+$353K	0.13%	158
2014 Q2	$703K	Buy	14,030 +3,904	+39%	+$215K	0.1%	223
2014 Q1	$538K	Buy	10,126 +104	+1%	+$5.33K	0.08%	299
2013 Q4	$505K	Sell	10,022 -5,296	-35%	-$223K	0.08%	315
2013 Q3	$523K	Buy	15,318 +3,206	+26%	+$113K	0.09%	275
2013 Q2	$421K	Buy	+12,112	New	+$462K	0.08%	330

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Shelton Capital Management's VLO Position: Q1 2026 in Review

Shelton Capital Management reduced its Valero Energy (VLO) stake by 6.1% in Q1 2026, selling an estimated $21.4K and leaving 1,615 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #420.

Shelton Capital Management first reported a position in VLO in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.25M in Q4 2017. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Shelton Capital Management held 1,615 shares of Valero Energy worth $399K as of Q1 2026.
Shelton Capital Management sold 104 Valero Energy shares in Q1 2026, an estimated $21.4K.
Valero Energy made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #420 holding.
Shelton Capital Management first reported a position in Valero Energy in Q2 2013 and has held it in 50 quarters since.
Shelton Capital Management's Valero Energy position peaked at $4.25M in Q4 2017.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.