VLO — VALERO ENERGY CORP NEW COM COM

Ownership history in PineBridge Investments, L.P.  ·  55 quarters on record

AI Ownership Summary

PineBridge Investments, L.P. reported VALERO ENERGY CORP NEW COM COM (VLO) in 55 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.12% in 2025 Q1. The latest visible filing shows VLO at 0.05% 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 PineBridge Investments, L.P.'s position in VALERO ENERGY CORP NEW COM COM, 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
2025 Q2

VLO was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 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 2025 Q2

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.

VLO stock page PineBridge Investments, L.P. fund profile PineBridge Investments, L.P. full holdings
How PineBridge Investments, L.P. held VLO — position size vs. price
% of Fund (quarterly)    VLO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 51,521 -58,087 -53.0% 0.05% $6.9M 2025-08-13 $134.47
2025 Q1 ADDED 109,608 +76,146 +227.6% 0.12% $14.5M 2025-05-14 $130.48
2024 Q4 ADDED 33,462 +9,664 +40.6% 0.03% $4.1M 2025-02-14 $131.45
2024 Q3 ADDED 23,798 +2,632 +12.4% 0.02% $3.2M 2024-11-14 $133.90
2024 Q2 REDUCED 21,166 -43,743 -67.4% 0.03% $3.3M 2024-08-14 $141.36
2024 Q1 ADDED 64,909 +13,809 +27.0% 0.09% $11.1M 2024-05-14 $147.11
2023 Q4 REDUCED 51,100 -65,293 -56.1% 0.06% $6.6M 2024-02-13 $133.57
48 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VLO

As of 2026 Q1 — sorted by position size

Signature Wealth Management Group 3Y 7Y 2.7% Vigilare Wealth Management 3Y 0.23% COLLECTIVE FAMILY OFFICE LLC 3Y 0.2% Hilltop National Bank 0.09% Bangor Savings Bank 3Y 7Y 0.08% BURKETT FINANCIAL SERVICES, LLC 0.05% Ares Financial Consulting, LLC 0.04% Marex Group plc 0.01% Aspect Partners, LLC 0.0% Noble Wealth Management PBC 0.0%

FAQ About PineBridge Investments, L.P. and VLO

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

How long has PineBridge Investments, L.P. reported owning VLO?

PineBridge Investments, L.P. reported VLO across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported VLO position in PineBridge Investments, L.P.'s portfolio?

The largest reported portfolio weight for VLO was 0.12% in 2025 Q1.

What is the latest reported VLO position on this page?

The most recent filing on this page is 2025 Q2, when PineBridge Investments, L.P. reported 51,521 shares, equal to 0.05% of portfolio, with an estimated market value of $6.9M.

What does the chart on this VLO ownership page compare?

The chart compares PineBridge Investments, L.P.'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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