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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
Q2 		$5.45M Buy
20,923
+7,117
+52% +$1.75M 0.04% 281
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Westwood Holdings Group's VLO Position: Q2 2026 in Review

Westwood Holdings Group increased its Valero Energy (VLO) stake by 52% in Q2 2026, buying an estimated $1.75M and bringing the position to 20,923 shares worth $5.45M. The position accounts for 0.04% of the portfolio, ranked #281.

Westwood Holdings Group first reported a position in VLO in Q2 2015 and has held it in 23 quarters since. The position peaked at $70.2M in Q1 2022. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Westwood Holdings Group held 20,923 shares of Valero Energy worth $5.45M as of Q2 2026.
  • Westwood Holdings Group bought 7,117 Valero Energy shares in Q2 2026, an estimated $1.75M.
  • Valero Energy made up 0.04% of Westwood Holdings Group's portfolio in Q2 2026, its #281 holding.
  • Westwood Holdings Group first reported a position in Valero Energy in Q2 2015 and has held it in 23 quarters since.
  • Westwood Holdings Group's Valero Energy position peaked at $70.2M in Q1 2022.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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