Tortoise Investment Management’s Valero Energy VLO Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-60	Closed	-$10.2K	–	1399
2025 Q3	$10.2K	Buy	60 +5	+9%	+$746	﹤0.01%	611
2025 Q2	$7.39K	Buy	55 +10	+22%	+$1.25K	﹤0.01%	622
2025 Q1	$5.94K	Hold	45	–	–	﹤0.01%	620
2024 Q4	$5.52K	Hold	45	–	–	﹤0.01%	680
2024 Q3	$6.08K	Hold	45	–	–	﹤0.01%	676
2024 Q2	$7.05K	Hold	45	–	–	﹤0.01%	669
2024 Q1	$7.68K	Hold	45	–	–	﹤0.01%	655
2023 Q4	$5.85K	Buy	+45	New	+$5.72K	﹤0.01%	627
2020 Q1	–	Sell	-59	Closed	-$6K	–	612
2019 Q4	$6K	Hold	59	–	–	﹤0.01%	472
2019 Q3	$5K	Hold	59	–	–	﹤0.01%	478
2019 Q2	$5K	Hold	59	–	–	﹤0.01%	503
2019 Q1	$5K	Hold	59	–	–	﹤0.01%	489
2018 Q4	$4K	Hold	59	–	–	﹤0.01%	471
2018 Q3	$7K	Hold	59	–	–	﹤0.01%	432
2018 Q2	$7K	Hold	59	–	–	﹤0.01%	443
2018 Q1	$5K	Hold	59	–	–	﹤0.01%	454
2017 Q4	$5K	Buy	+59	New	+$4.87K	﹤0.01%	459
2016 Q1	–	Sell	-267	Closed	-$19K	–	433
2015 Q4	$19K	Buy	+267	New	+$18.2K	0.01%	267
2015 Q1	–	Sell	-83	Closed	-$4K	–	478
2014 Q4	$4K	Sell	83 -417	-83%	-$20.2K	﹤0.01%	381
2014 Q3	$23K	Hold	500	–	–	0.01%	258
2014 Q2	$25K	Buy	+500	New	+$27.6K	0.01%	262

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Tortoise Investment Management's VLO Position: Q4 2025 in Review

Tortoise Investment Management sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 60 shares — an estimated $10.2K sold.

Tortoise Investment Management first reported a position in VLO in Q2 2014 and held it in 21 quarters. The position peaked at $25K in Q2 2014. 1,625 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

Tortoise Investment Management reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 60 Valero Energy shares in Q4 2025, an estimated $10.2K.
Tortoise Investment Management first reported a position in Valero Energy in Q2 2014 and held it in 21 quarters.
Tortoise Investment Management's Valero Energy position peaked at $25K in Q2 2014.
1,625 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.