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United Capital Financial Advisors’s Valero Energy VLO Stock Holding History

United Capital Financial 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 		$3.56M Buy
14,412
+586
+4% +$121K 0.02% 436
2025
Q4 		$2.25M Buy
13,826
+31
+0.2% +$5.25K 0.01% 508
2025
Q3 		$2.35M Buy
13,795
+256
+2% +$38.2K 0.02% 433
2025
Q2 		$1.82M Sell
13,539
-485
-3% -$60.4K 0.01% 461
2025
Q1 		$1.85M Buy
14,024
+81
+0.6% +$10.7K 0.02% 439
2024
Q4 		$1.71M Sell
13,943
-385
-3% -$51.5K 0.01% 449
2024
Q3 		$1.93M Buy
14,328
+39
+0.3% +$5.66K 0.02% 426
2024
Q2 		$2.24M Sell
14,289
-402
-3% -$64.9K 0.02% 376
2024
Q1 		$2.51M Sell
14,691
-482
-3% -$69.1K 0.02% 385
2023
Q4 		$1.97M Buy
15,173
+7,788
+105% +$991K 0.02% 421
2023
Q3 		$1.05M Buy
7,385
+417
+6% +$54.6K 0.01% 506
2023
Q2 		$817K Sell
6,968
-1,251
-15% -$145K ﹤0.01% 591
2023
Q1 		$1.15M Sell
8,219
-1,678
-17% -$225K 0.01% 545
2022
Q4 		$1.26M Sell
9,897
-2,486
-20% -$312K 0.01% 569
2022
Q3 		$1.32M Buy
12,383
+2,364
+24% +$260K 0.01% 554
2022
Q2 		$1.06M Sell
10,019
-1,194
-11% -$141K 0.01% 629
2022
Q1 		$1.14M Sell
11,213
-333
-3% -$28.9K 0.01% 636
2021
Q4 		$867K Buy
11,546
+4,334
+60% +$323K ﹤0.01% 712
2021
Q3 		$509K Sell
7,212
-529
-7% -$35.2K ﹤0.01% 851
2021
Q2 		$604K Buy
7,741
+549
+8% +$42.5K ﹤0.01% 821
2021
Q1 		$515K Buy
7,192
+491
+7% +$33.4K ﹤0.01% 840
2020
Q4 		$379K Sell
6,701
-4,831
-42% -$237K ﹤0.01% 927
2020
Q3 		$500K Buy
11,532
+4,212
+58% +$221K ﹤0.01% 831
2020
Q2 		$431K Sell
7,320
-86,143
-92% -$5.15M ﹤0.01% 918
2020
Q1 		$4.24M Buy
93,463
+73,324
+364% +$5.33M 0.04% 367
2019
Q4 		$1.89M Buy
20,139
+9,659
+92% +$913K 0.01% 618
2019
Q3 		$893K Sell
10,480
-24,895
-70% -$2.01M 0.01% 780
2019
Q2 		$3.03M Buy
35,375
+5,784
+20% +$478K 0.02% 516
2019
Q1 		$2.51M Sell
29,591
-1,125
-4% -$93K 0.02% 543
2018
Q4 		$2.3M Buy
30,716
+12,394
+68% +$1.09M 0.02% 531
2018
Q3 		$2.08M Buy
18,322
+832
+5% +$94.5K 0.01% 603
2018
Q2 		$1.94M Sell
17,490
-2,836
-14% -$318K 0.01% 600
2018
Q1 		$1.89M Buy
20,326
+458
+2% +$42.8K 0.01% 606
2017
Q4 		$1.83M Sell
19,868
-32
-0.2% -$2.64K 0.01% 615
2017
Q3 		$1.53M Buy
19,900
+1,072
+6% +$73.8K 0.01% 646
2017
Q2 		$1.27M Buy
18,828
+7,924
+73% +$514K 0.01% 701
2017
Q1 		$723K Buy
10,904
+4,900
+82% +$328K 0.01% 827
2016
Q4 		$410K Buy
6,004
+559
+10% +$34.4K ﹤0.01% 980
2016
Q3 		$289K Sell
5,445
-1,184
-18% -$63.1K ﹤0.01% 1088
2016
Q2 		$338K Sell
6,629
-27,253
-80% -$1.54M ﹤0.01% 1006
2016
Q1 		$2.17M Sell
33,882
-14,059
-29% -$894K 0.02% 512
2015
Q4 		$3.39M Sell
47,941
-1,629
-3% -$111K 0.04% 430
2015
Q3 		$2.98M Buy
49,570
+45,761
+1,201% +$2.91M 0.04% 436
2015
Q2 		$238K Sell
3,809
-705
-16% -$41.6K ﹤0.01% 1134
2015
Q1 		$257K Sell
4,514
-98,594
-96% -$5.5M ﹤0.01% 1111
2014
Q4 		$5.1M Buy
103,108
+4,845
+5% +$235K 0.08% 252
2014
Q3 		$4.55M Buy
+98,263
New +$4.96M 0.08% 273
2014
Q2 		– Sell
-5,608
Closed -$298K – 935
2014
Q1 		$298K Buy
+5,608
New +$287K 0.01% 785

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

United Capital Financial Advisors's VLO Position: Q1 2026 in Review

United Capital Financial Advisors increased its Valero Energy (VLO) stake by 4.2% in Q1 2026, buying an estimated $121K and bringing the position to 14,412 shares worth $3.56M. The position accounts for 0.02% of the portfolio, ranked #436.

United Capital Financial Advisors first reported a position in VLO in Q1 2014 and has held it in 48 quarters since. The position peaked at $5.1M in Q4 2014. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • United Capital Financial Advisors held 14,412 shares of Valero Energy worth $3.56M as of Q1 2026.
  • United Capital Financial Advisors bought 586 Valero Energy shares in Q1 2026, an estimated $121K.
  • Valero Energy made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #436 holding.
  • United Capital Financial Advisors first reported a position in Valero Energy in Q1 2014 and has held it in 48 quarters since.
  • United Capital Financial Advisors's Valero Energy position peaked at $5.1M in Q4 2014.
  • 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.