Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Valero Energy VLO Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$81.3M Sell
329,875
-43,403
-12% -$8.95M 0.14% 133
2025
Q4 		$61.2M Sell
373,278
-11,708
-3% -$1.98M 0.1% 173
2025
Q3 		$65.5M Sell
384,986
-86,483
-18% -$12.9M 0.11% 168
2025
Q2 		$63.4M Sell
471,469
-10,660
-2% -$1.33M 0.11% 176
2025
Q1 		$63.7M Sell
482,129
-320,349
-40% -$42.5M 0.13% 160
2024
Q4 		$98.4M Buy
+802,478
New +$107M 0.19% 107

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

Universal-Beteiligungs- und Servicegesellschaft's VLO Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Valero Energy (VLO) stake by 12% in Q1 2026, selling an estimated $8.95M and leaving 329,875 shares worth $81.3M. The position accounts for 0.14% of the portfolio, ranked #133.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in VLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $98.4M in Q4 2024. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 329,875 shares of Valero Energy worth $81.3M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 43,403 Valero Energy shares in Q1 2026, an estimated $8.95M.
  • Valero Energy made up 0.14% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #133 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Valero Energy in Q4 2024 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Valero Energy position peaked at $98.4M in Q4 2024.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.