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Waterloo Capital’s Valero Energy VLO Stock Holding History

Waterloo Capital’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 		$1.11M Buy
4,487
+234
+6% +$48.2K 0.08% 202
2025
Q4 		$692K Sell
4,253
-131
-3% -$22.2K 0.05% 250
2025
Q3 		$746K Sell
4,384
-177
-4% -$26.4K 0.06% 220
2025
Q2 		$613K Buy
4,561
+767
+20% +$95.6K 0.05% 239
2025
Q1 		$501K Buy
3,794
+134
+4% +$17.8K 0.05% 245
2024
Q4 		$449K Buy
3,660
+286
+8% +$38.3K 0.05% 245
2024
Q3 		$456K Sell
3,374
-126
-4% -$18.3K 0.05% 257
2024
Q2 		$549K Buy
3,500
+49
+1% +$7.91K 0.07% 208
2024
Q1 		$589K Sell
3,451
-266
-7% -$38.1K 0.08% 201
2023
Q4 		$483K Buy
3,717
+631
+20% +$80.3K 0.08% 218
2023
Q3 		$437K Buy
3,086
+44
+1% +$5.76K 0.13% 111
2023
Q2 		$357K Sell
3,042
-616
-17% -$71.6K 0.11% 121
2023
Q1 		$511K Buy
+3,658
New +$491K 0.16% 88
2020
Q1 		$217K Buy
+4,791
New +$348K 0.15% 137

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

Waterloo Capital's VLO Position: Q1 2026 in Review

Waterloo Capital increased its Valero Energy (VLO) stake by 5.5% in Q1 2026, buying an estimated $48.2K and bringing the position to 4,487 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #202.

Waterloo Capital first reported a position in VLO in Q1 2020 and has held it in 14 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Waterloo Capital held 4,487 shares of Valero Energy worth $1.11M as of Q1 2026.
  • Waterloo Capital bought 234 Valero Energy shares in Q1 2026, an estimated $48.2K.
  • Valero Energy made up 0.08% of Waterloo Capital's portfolio in Q1 2026, its #202 holding.
  • Waterloo Capital first reported a position in Valero Energy in Q1 2020 and has held it in 14 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.