ZIM
VLO icon

Zacks Investment Management’s Valero Energy VLO Stock Holding History

Zacks Investment Management’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 		$540K Sell
2,185
-853
-28% -$176K ﹤0.01% 479
2025
Q4 		$495K Sell
3,038
-752
-20% -$127K ﹤0.01% 505
2025
Q3 		$645K Sell
3,790
-1,859
-33% -$277K 0.01% 454
2025
Q2 		$759K Buy
5,649
+351
+7% +$43.7K 0.01% 431
2025
Q1 		$700K Buy
5,298
+730
+16% +$96.9K 0.01% 434
2024
Q4 		$560K Buy
4,568
+322
+8% +$43.1K 0.01% 477
2024
Q3 		$573K Buy
4,246
+600
+16% +$87.1K 0.01% 474
2024
Q2 		$572K Buy
3,646
+595
+20% +$96K 0.01% 423
2024
Q1 		$521K Buy
3,051
+1,117
+58% +$160K 0.01% 467
2023
Q4 		$251K Sell
1,934
-3,107
-62% -$395K ﹤0.01% 554
2023
Q3 		$714K Sell
5,041
-17,987
-78% -$2.36M 0.01% 407
2023
Q2 		$2.7M Sell
23,028
-3,108
-12% -$361K 0.03% 246
2023
Q1 		$3.65M Buy
26,136
+668
+3% +$89.7K 0.05% 215
2022
Q4 		$3.23M Sell
25,468
-8,792
-26% -$1.1M 0.05% 230
2022
Q3 		$3.66M Buy
34,260
+2,060
+6% +$227K 0.06% 201
2022
Q2 		$3.42M Buy
32,200
+706
+2% +$83.6K 0.05% 201
2022
Q1 		$3.2M Buy
+31,494
New +$2.73M 0.04% 229
2020
Q4 		– Sell
-4,810
Closed -$208K – 581
2020
Q3 		$208K Sell
4,810
-529,194
-99% -$27.7M ﹤0.01% 484
2020
Q2 		$31.4M Buy
534,004
+4,460
+0.8% +$266K 0.69% 53
2020
Q1 		$24M Sell
529,544
-4,114
-0.8% -$299K 0.59% 55
2019
Q4 		$50M Buy
533,658
+4,746
+0.9% +$449K 0.94% 40
2019
Q3 		$45.1M Buy
+528,912
New +$42.8M 0.9% 40
2013
Q3 		– Sell
-11,579
Closed -$403K – 683
2013
Q2 		$403K Buy
+11,579
New +$441K 0.02% 391

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

Zacks Investment Management's VLO Position: Q1 2026 in Review

Zacks Investment Management reduced its Valero Energy (VLO) stake by 28% in Q1 2026, selling an estimated $176K and leaving 2,185 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Zacks Investment Management first reported a position in VLO in Q2 2013 and has held it in 23 quarters since. The position peaked at $50M in Q4 2019. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Zacks Investment Management held 2,185 shares of Valero Energy worth $540K as of Q1 2026.
  • Zacks Investment Management sold 853 Valero Energy shares in Q1 2026, an estimated $176K.
  • Valero Energy made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #479 holding.
  • Zacks Investment Management first reported a position in Valero Energy in Q2 2013 and has held it in 23 quarters since.
  • Zacks Investment Management's Valero Energy position peaked at $50M in Q4 2019.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.