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Westwood Holdings Group’s Valero Energy VLO Stock Holding History

Westwood Holdings 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
2026
Q1 		$3.41M Buy
13,806
+5,476
+66% +$1.13M 0.02% 303
2025
Q4 		$1.36M Sell
8,330
-63
-0.8% -$10.7K 0.01% 359
2025
Q3 		$1.43M Buy
8,393
+3,942
+89% +$588K 0.01% 357
2025
Q2 		$598K Buy
4,451
+491
+12% +$61.2K ﹤0.01% 406
2025
Q1 		$523K Sell
3,960
-225,929
-98% -$30M ﹤0.01% 392
2024
Q4 		$28.2M Buy
229,889
+110
+0% +$14.7K 0.22% 145
2024
Q3 		$31M Buy
229,779
+16,276
+8% +$2.36M 0.13% 175
2024
Q2 		$33.5M Sell
213,503
-18,013
-8% -$2.91M 0.16% 161
2024
Q1 		$39.5M Buy
+231,516
New +$33.2M 0.31% 118
2023
Q3 		– Sell
-2,083
Closed -$244K – 498
2023
Q2 		$244K Sell
2,083
-303,355
-99% -$35.3M ﹤0.01% 457
2023
Q1 		$42.6M Sell
305,438
-21,704
-7% -$2.92M 0.38% 97
2022
Q4 		$41.5M Sell
327,142
-32,121
-9% -$4.03M 0.37% 107
2022
Q3 		$38.4M Sell
359,263
-75,914
-17% -$8.35M 0.45% 90
2022
Q2 		$46.3M Sell
435,177
-256,341
-37% -$30.3M 0.5% 85
2022
Q1 		$70.2M Sell
691,518
-77,271
-10% -$6.7M 0.65% 58
2021
Q4 		$57.7M Sell
768,789
-23,312
-3% -$1.74M 0.52% 85
2021
Q3 		$55.9M Sell
792,101
-106,490
-12% -$7.09M 0.61% 60
2021
Q2 		$70.2M Buy
+898,591
New +$69.6M 0.71% 47
2016
Q3 		– Sell
-117,555
Closed -$6M – 495
2016
Q2 		$6M Sell
117,555
-52,045
-31% -$2.95M 0.05% 225
2016
Q1 		$10.9M Buy
+169,600
New +$10.8M 0.09% 165
2015
Q4 		– Sell
-170,505
Closed -$10.2M – 410
2015
Q3 		$10.2M Sell
170,505
-2,080
-1% -$132K 0.09% 157
2015
Q2 		$10.5M Buy
+172,585
New +$10.2M 0.08% 161

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Westwood Holdings Group's VLO Position: Q1 2026 in Review

Westwood Holdings Group increased its Valero Energy (VLO) stake by 66% in Q1 2026, buying an estimated $1.13M and bringing the position to 13,806 shares worth $3.41M. The position accounts for 0.02% of the portfolio, ranked #303.

Westwood Holdings Group first reported a position in VLO in Q2 2015 and has held it in 22 quarters since. The position peaked at $70.2M in Q1 2022. 1,865 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Westwood Holdings Group held 13,806 shares of Valero Energy worth $3.41M as of Q1 2026.
  • Westwood Holdings Group bought 5,476 Valero Energy shares in Q1 2026, an estimated $1.13M.
  • Valero Energy made up 0.02% of Westwood Holdings Group's portfolio in Q1 2026, its #303 holding.
  • Westwood Holdings Group first reported a position in Valero Energy in Q2 2015 and has held it in 22 quarters since.
  • Westwood Holdings Group's Valero Energy position peaked at $70.2M in Q1 2022.
  • 1,865 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

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