Wellington Management Group
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Wellington Management Group’s Valero Energy VLO Stock Holding History

Wellington Management Group’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
2016
Q3 		– Sell
-1,718
Closed -$1.4M – 2244
2016
Q2 		$1.4M Hold
1,718
– – ﹤0.01% 1701
2016
Q1 		$541K Buy
+1,718
New +$109K ﹤0.01% 1939

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BlackRock
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Vanguard Capital Management
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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

Wellington Management Group's VLO Position: Q2 2026 in Review

Wellington Management Group reduced its Valero Energy (VLO) stake by 47% in Q2 2026, selling an estimated $152M and leaving 694,975 shares worth $181M. The position accounts for 0.03% of the portfolio, ranked #412.

Wellington Management Group first reported a position in VLO in Q2 2013 and has held it in 53 quarters since. The position peaked at $528M in Q4 2016. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Wellington Management Group held 694,975 shares of Valero Energy worth $181M as of Q2 2026.
  • Wellington Management Group sold 616,249 Valero Energy shares in Q2 2026, an estimated $152M.
  • Valero Energy made up 0.03% of Wellington Management Group's portfolio in Q2 2026, its #412 holding.
  • Wellington Management Group first reported a position in Valero Energy in Q2 2013 and has held it in 53 quarters since.
  • Wellington Management Group's Valero Energy position peaked at $528M in Q4 2016.
  • 1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.