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Wright Investors Service’s Valero Energy VLO Stock Holding History

Wright Investors Service’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 		$1.73M Sell
7,020
-306
-4% -$63.1K 0.55% 55
2025
Q4 		$1.19M Buy
7,326
+3,149
+75% +$534K 0.36% 69
2025
Q3 		$711K Sell
4,177
-234
-5% -$34.9K 0.21% 94
2025
Q2 		$593K Buy
4,411
+50
+1% +$6.23K 0.18% 102
2025
Q1 		$576K Sell
4,361
-167
-4% -$22.2K 0.19% 103
2024
Q4 		$555K Sell
4,528
-3,352
-43% -$448K 0.18% 101
2024
Q3 		$1.06M Sell
7,880
-4,293
-35% -$623K 0.28% 95
2024
Q2 		$1.91M Sell
12,173
-15,896
-57% -$2.56M 0.5% 59
2024
Q1 		$4.79M Sell
28,069
-874
-3% -$125K 1.21% 24
2023
Q4 		$3.76M Sell
28,943
-4,128
-12% -$525K 1.06% 28
2023
Q3 		$4.69M Buy
33,071
+539
+2% +$70.6K 1.36% 19
2023
Q2 		$3.82M Sell
32,532
-2,405
-7% -$280K 1.08% 23
2023
Q1 		$4.88M Sell
34,937
-1,472
-4% -$198K 1.39% 17
2022
Q4 		$4.62M Buy
36,409
+341
+0.9% +$42.8K 1.32% 17
2022
Q3 		$3.85M Sell
36,068
-2,125
-6% -$234K 1.21% 22
2022
Q2 		$4.06M Buy
38,193
+2,016
+6% +$239K 1.16% 21
2022
Q1 		$3.67M Buy
36,177
+774
+2% +$67.1K 0.91% 34
2021
Q4 		$2.66M Buy
35,403
+2,321
+7% +$173K 0.67% 46
2021
Q3 		$2.33M Sell
33,082
-3,191
-9% -$212K 0.66% 48
2021
Q2 		$2.83M Buy
36,273
+497
+1% +$38.5K 0.77% 43
2021
Q1 		$2.56M Buy
35,776
+4,052
+13% +$275K 0.78% 41
2020
Q4 		$1.79M Sell
31,724
-6,217
-16% -$305K 0.62% 54
2020
Q3 		$1.64M Buy
37,941
+2,978
+9% +$156K 0.58% 54
2020
Q2 		$2.06M Buy
34,963
+2,423
+7% +$145K 0.79% 36
2020
Q1 		$1.48M Buy
32,540
+12,119
+59% +$880K 0.64% 50
2019
Q4 		$1.91M Sell
20,421
-127
-0.6% -$12K 0.66% 53
2019
Q3 		$1.75M Sell
20,548
-12,761
-38% -$1.03M 0.63% 53
2019
Q2 		$2.85M Buy
33,309
+14,524
+77% +$1.2M 1.09% 27
2019
Q1 		$1.59M Buy
18,785
+653
+4% +$54K 0.64% 52
2018
Q4 		$1.36M Sell
18,132
-408
-2% -$35.8K 0.58% 59
2018
Q3 		$2.11M Sell
18,540
-7,115
-28% -$808K 0.77% 45
2018
Q2 		$2.84M Buy
25,655
+967
+4% +$108K 1.13% 30
2018
Q1 		$2.29M Buy
24,688
+5,176
+27% +$483K 0.79% 42
2017
Q4 		$1.79M Buy
19,512
+3,467
+22% +$286K 0.6% 50
2017
Q3 		$1.23M Buy
16,045
+8,370
+109% +$576K 0.45% 59
2017
Q2 		$518K Buy
7,675
+2,025
+36% +$131K 0.2% 139
2017
Q1 		$375K Buy
5,650
+365
+7% +$24.4K 0.15% 179
2016
Q4 		$361K Buy
+5,285
New +$325K 0.16% 176
2016
Q2 		– Sell
-11,460
Closed -$735K – 233
2016
Q1 		$735K Buy
11,460
+298
+3% +$19K 0.29% 118
2015
Q4 		$789K Buy
11,162
+4,453
+66% +$303K 0.29% 123
2015
Q3 		$403K Buy
6,709
+1,695
+34% +$108K 0.18% 159
2015
Q2 		$314K Buy
5,014
+2
+0% +$118 0.15% 168
2015
Q1 		$319K Buy
5,012
+710
+17% +$39.6K 0.15% 173
2014
Q4 		$213K Buy
+4,302
New +$208K 0.1% 205
2014
Q3 		– Sell
-4,302
Closed -$216K – 221
2014
Q2 		$216K Buy
4,302
+3
+0.1% +$165 0.1% 205
2014
Q1 		$228K Buy
+4,299
New +$220K 0.1% 197

Other funds holding VLO

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

Wright Investors Service's VLO Position: Q1 2026 in Review

Wright Investors Service reduced its Valero Energy (VLO) stake by 4.2% in Q1 2026, selling an estimated $63.1K and leaving 7,020 shares worth $1.73M. The position accounts for 0.55% of the portfolio, ranked #55.

Wright Investors Service first reported a position in VLO in Q1 2014 and has held it in 46 quarters since. The position peaked at $4.88M in Q1 2023. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Wright Investors Service held 7,020 shares of Valero Energy worth $1.73M as of Q1 2026.
  • Wright Investors Service sold 306 Valero Energy shares in Q1 2026, an estimated $63.1K.
  • Valero Energy made up 0.55% of Wright Investors Service's portfolio in Q1 2026, its #55 holding.
  • Wright Investors Service first reported a position in Valero Energy in Q1 2014 and has held it in 46 quarters since.
  • Wright Investors Service's Valero Energy position peaked at $4.88M in Q1 2023.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.