WI
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WBI Investments’s Valero Energy VLO Stock Holding History

WBI Investments’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 		$574K Buy
+2,202
New +$542K 0.14% 186
2023
Q4 		– Sell
-10,081
Closed -$1.43M – 234
2023
Q3 		$1.43M Buy
+10,081
New +$1.32M 0.29% 101
2023
Q1 		– Sell
-6,928
Closed -$879K – 237
2022
Q4 		$879K Buy
+6,928
New +$870K 0.19% 109
2021
Q1 		– Sell
-59,162
Closed -$3.35M – 235
2020
Q4 		$3.35M Buy
+59,162
New +$2.9M 0.51% 48
2020
Q3 		– Sell
-25,094
Closed -$1.48M – 152
2020
Q2 		$1.48M Buy
25,094
+15,142
+152% +$904K 0.24% 52
2020
Q1 		$451K Sell
9,952
-3,634
-27% -$264K 0.09% 60
2019
Q4 		$1.27M Sell
13,586
-40,650
-75% -$3.84M 0.14% 118
2019
Q3 		$4.62M Sell
54,236
-3,903
-7% -$316K 0.44% 56
2019
Q2 		$4.98M Buy
+58,139
New +$4.8M 0.44% 47
2018
Q3 		– Sell
-22,896
Closed -$2.54M – 345
2018
Q2 		$2.54M Buy
22,896
+8,285
+57% +$929K 0.13% 103
2018
Q1 		$1.35M Sell
14,611
-17,228
-54% -$1.61M 0.07% 135
2017
Q4 		$2.93M Sell
31,839
-304
-0.9% -$25.1K 0.14% 121
2017
Q3 		$2.47M Buy
32,143
+2,599
+9% +$179K 0.11% 118
2017
Q2 		$1.99M Sell
29,544
-273,970
-90% -$17.8M 0.09% 156
2017
Q1 		$20.1M Buy
303,514
+286,276
+1,661% +$19.2M 0.89% 30
2016
Q4 		$1.18M Buy
+17,238
New +$1.06M 0.05% 194
2015
Q3 		– Sell
-259,960
Closed -$16.3M – 263
2015
Q2 		$16.3M Sell
259,960
-29,256
-10% -$1.73M 0.41% 52
2015
Q1 		$18.4M Sell
289,216
-62,321
-18% -$3.48M 0.44% 57
2014
Q4 		$17.4M Sell
351,537
-758,422
-68% -$36.7M 0.47% 52
2014
Q3 		$51.4M Buy
+1,109,959
New +$56M 1.52% 24

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WBI Investments's VLO Position: Q2 2026 in Review

WBI Investments opened a new position in Valero Energy (VLO) in Q2 2026: 2,202 shares worth $574K. The stake represents 0.14% of the portfolio and ranks #186 among its holdings. This is a return to the name: WBI Investments previously reported a position in VLO as recently as Q3 2023.

WBI Investments first reported a position in VLO in Q3 2014 and has held it in 20 quarters since. The position peaked at $51.4M in Q3 2014. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • WBI Investments held 2,202 shares of Valero Energy worth $574K as of Q2 2026.
  • Valero Energy was a new WBI Investments position in Q2 2026.
  • Valero Energy made up 0.14% of WBI Investments's portfolio in Q2 2026, its #186 holding.
  • WBI Investments first reported a position in Valero Energy in Q3 2014 and has held it in 20 quarters since.
  • WBI Investments's Valero Energy position peaked at $51.4M in Q3 2014.
  • 1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.