VLO VALERO ENERGY CORP NEW

Ownership history in William B. Walkup & Associates, Inc.  ·  8 quarters on record

AI Ownership Summary

William B. Walkup & Associates, Inc. reported VALERO ENERGY CORP NEW (VLO) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 7.52% in 2024 Q2. The latest visible filing shows VLO at 5.96% 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.

What this VLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was William B. Walkup & Associates, Inc.'s position in VALERO ENERGY CORP 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 5.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.52% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 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 William B. Walkup & Associates, Inc. held VLO — position size vs. price
% of Fund (quarterly)    VLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 75,595 +311 +0.4% 5.96% $10.0M 2026-04-20 $226.28
2025 Q4 REDUCED 75,284 -324 -0.4% 6.71% $12.3M 2026-02-17 $197.34
2025 Q3 REDUCED 75,608 -4 -0.0% 6.90% $12.9M 2025-10-29 $168.56
2025 Q2 ADDED 75,612 +17 +0.0% 5.99% $10.2M 2025-08-12 $131.74
2025 Q1 ADDED 75,595 +2,322 +3.2% 6.09% $10.0M 2025-05-13 $131.25
2024 Q4 ADDED 73,273 +184 +0.3% 5.69% $9.0M 2025-02-14 $131.45
2024 Q3 REDUCED 73,089 -114 -0.2% 6.10% $9.9M 2024-11-15 $134.04
2024 Q2 INITIATED 73,203 7.52% $11.5M 2024-08-16 $143.27

FAQ About William B. Walkup & Associates, Inc. and VLO

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

How long has William B. Walkup & Associates, Inc. reported owning VLO?

William B. Walkup & Associates, Inc. reported VLO across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported VLO position in William B. Walkup & Associates, Inc.'s portfolio?

The largest reported portfolio weight for VLO was 7.52% in 2024 Q2.

What is the latest reported VLO position on this page?

The most recent filing on this page is 2026 Q1, when William B. Walkup & Associates, Inc. reported 75,595 shares, equal to 5.96% of portfolio, with an estimated market value of $10.0M.

What does the chart on this VLO ownership page compare?

The chart compares William B. Walkup & Associates, Inc.'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.

← Back to William B. Walkup & Associates, Inc. Holdings