WA
VLO icon

Waddell & Associates’s Valero Energy VLO Stock Holding History

Waddell & Associates’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
Q2 		$942K Buy
3,616
+1,604
+80% +$395K 0.05% 142
2026
Q1 		$497K Hold
2,012
– – 0.03% 241
2025
Q4 		$328K Sell
2,012
-28
-1% -$4.74K 0.02% 258
2025
Q3 		$347K Buy
2,040
+56
+3% +$8.35K 0.03% 188
2025
Q2 		$267K Buy
+1,984
New +$247K 0.03% 186

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Waddell & Associates's VLO Position: Q2 2026 in Review

Waddell & Associates increased its Valero Energy (VLO) stake by 80% in Q2 2026, buying an estimated $395K and bringing the position to 3,616 shares worth $942K. The position accounts for 0.05% of the portfolio, ranked #142.

Waddell & Associates first reported a position in VLO in Q2 2025 and has held it in 5 quarters since. 678 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Waddell & Associates held 3,616 shares of Valero Energy worth $942K as of Q2 2026.
  • Waddell & Associates bought 1,604 Valero Energy shares in Q2 2026, an estimated $395K.
  • Valero Energy made up 0.05% of Waddell & Associates's portfolio in Q2 2026, its #142 holding.
  • Waddell & Associates first reported a position in Valero Energy in Q2 2025 and has held it in 5 quarters since.
  • 678 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.