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Waverly Advisors’s Valero Energy VLO Stock Holding History

Waverly 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 		$4.18M Buy
16,899
+4,480
+36% +$924K 0.03% 451
2025
Q4 		$2.02M Buy
12,419
+5,309
+75% +$899K 0.02% 597
2025
Q3 		$1.21M Buy
7,110
+343
+5% +$51.2K 0.01% 600
2025
Q2 		$910K Buy
6,767
+268
+4% +$33.4K 0.01% 639
2025
Q1 		$858K Buy
6,499
+207
+3% +$27.5K 0.01% 639
2024
Q4 		$771K Buy
6,292
+2,433
+63% +$325K 0.01% 579
2024
Q3 		$521K Sell
3,859
-23
-0.6% -$3.34K 0.01% 577
2024
Q2 		$608K Sell
3,882
-643
-14% -$104K 0.01% 530
2024
Q1 		$772K Buy
4,525
+1,979
+78% +$284K 0.02% 410
2023
Q4 		$331K Buy
+2,546
New +$324K 0.01% 343
2014
Q1 		– Sell
-142
Closed -$7K – 835
2013
Q4 		$7K Hold
142
– – ﹤0.01% 628
2013
Q3 		$5K Buy
+142
New +$5.02K ﹤0.01% 496

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

Waverly Advisors's VLO Position: Q1 2026 in Review

Waverly Advisors increased its Valero Energy (VLO) stake by 36% in Q1 2026, buying an estimated $924K and bringing the position to 16,899 shares worth $4.18M. The position accounts for 0.03% of the portfolio, ranked #451.

Waverly Advisors first reported a position in VLO in Q3 2013 and has held it in 12 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Waverly Advisors held 16,899 shares of Valero Energy worth $4.18M as of Q1 2026.
  • Waverly Advisors bought 4,480 Valero Energy shares in Q1 2026, an estimated $924K.
  • Valero Energy made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #451 holding.
  • Waverly Advisors first reported a position in Valero Energy in Q3 2013 and has held it in 12 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

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