VLO VALERO ENERGY NEW

Ownership history in ADIRONDACK TRUST CO  ·  61 quarters on record

AI Ownership Summary

ADIRONDACK TRUST CO reported VALERO ENERGY NEW (VLO) in 61 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.38% in 2024 Q1. The latest visible filing shows VLO at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADIRONDACK TRUST CO's position in VALERO ENERGY NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VLO was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ADIRONDACK TRUST CO held VLO — position size vs. price
% of Fund (quarterly)    VLO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,261 -523 -10.9% 0.35% $1.1M 2026-05-15 (Est.) $244.09
2025 Q4 REDUCED 4,784 -1 -0.0% 0.26% $779K 2026-01-08 $190.16
2025 Q3 REDUCED 4,785 -26 -0.5% 0.27% $815K 2025-10-20 $158.20
2025 Q2 REDUCED 4,811 -99 -2.0% 0.23% $647K 2025-07-11 $149.94
2025 Q1 REDUCED 4,910 -297 -5.7% 0.25% $648K 2025-04-03 $111.03
2024 Q4 UNCHANGED 5,207 0% 0.24% $638K 2025-01-17 $135.91
2024 Q3 REDUCED 5,207 -42 -0.8% 0.27% $703K 2024-10-08 $130.38
2024 Q2 REDUCED 5,249 -5 -0.1% 0.34% $823K 2024-07-09 $138.98
2024 Q1 REDUCED 5,254 -236 -4.3% 0.38% $897K 2024-04-09 $166.29
2023 Q4 REDUCED 5,490 -100 -1.8% 0.34% $777K 2024-03-29 $161.04
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ADIRONDACK TRUST CO and VLO

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADIRONDACK TRUST CO reported owning VLO?

ADIRONDACK TRUST CO reported VLO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VLO position in ADIRONDACK TRUST CO's portfolio?

The largest reported portfolio weight for VLO was 0.38% in 2024 Q1.

What is the latest reported VLO position on this page?

The most recent filing on this page is 2026 Q1, when ADIRONDACK TRUST CO reported 4,261 shares, equal to 0.35% of portfolio, with an estimated market value of $1.1M.

What does the chart on this VLO ownership page compare?

The chart compares ADIRONDACK TRUST CO's quarterly VLO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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