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
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

Wellington Management Group's VLO Position: Q1 2026 in Review

Wellington Management Group reduced its Valero Energy (VLO) stake by 44% in Q1 2026, selling an estimated $210M and leaving 1,311,224 shares worth $324M. The position accounts for 0.06% of the portfolio, ranked #272.

Wellington Management Group first reported a position in VLO in Q2 2013 and has held it in 52 quarters since. The position peaked at $528M in Q4 2016. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Wellington Management Group held 1,311,224 shares of Valero Energy worth $324M as of Q1 2026.
  • Wellington Management Group sold 1,020,610 Valero Energy shares in Q1 2026, an estimated $210M.
  • Valero Energy made up 0.06% of Wellington Management Group's portfolio in Q1 2026, its #272 holding.
  • Wellington Management Group first reported a position in Valero Energy in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's Valero Energy position peaked at $528M in Q4 2016.
  • 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.