David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Valero Energy Corp. (VLO)
← All VLO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2012   Q3 0 0.00 Sell 100.00% 2.23 $21.45–31.41 · VW $27.27i SEC
2012   Q2 699,651 2.23 Reduce 1.49% 0.03 $18.28–24.26 · VW $21.54i $15,445,000 SEC
2012   Q1 710,261 2.19 Reduce 6.30% 0.13 $17.48–26.22 · VW $22.42i $16,731,000 SEC
2011   Q4 758,040 2.09 Reduce 4.73% 0.09 $14.99–24.55 · VW $19.59i $14,586,000 SEC
2011   Q3 795,688 1.93 Reduce 0.42% <0.01 $16.24–24.77 · VW $19.09i $12,932,000 SEC
2011   Q2 799,060 2.18 Add 1.53% 0.03 $20.99–28.45 · VW $24.27i $18,676,000 SEC
2011   Q1 787,029 2.51 Reduce 22.65% 0.62 $21.03–28.30 · VW $25.53i $21,453,000 SEC
2010   Q4 1,017,491 2.72 Reduce 2.97% 0.07 $15.69–21.66 · VW $19.50i $21,503,000 SEC
2010   Q3 1,048,684 2.43 Reduce 24.43% 0.72 $14.16–16.81 · VW $15.66i $16,785,000 SEC
2010   Q2 1,387,688 2.95 Add 0.10% <0.01 $14.84–19.64 · VW $16.97i $22,807,000 SEC
2010   Q1 1,386,358 2.85 Reduce 5.50% 0.13 $15.64–19.20 · VW $17.61i $24,965,000 SEC
2009   Q4 1,467,085 2.43 Add 4.06% 0.09 $14.41–19.91 · VW $16.54i $22,462,000 SEC
2009   Q3 1,409,781 2.83 Add 0.68% 0.02 $13.98–19.29 · VW $17.00i $24,987,000 SEC
2009   Q2 1,400,284 2.90 Add 13.52% 0.35 $14.52–21.59 · VW $17.18i $21,619,000 SEC
2009   Q1 1,233,490 3.17 Reduce 0.22% <0.01 $14.36–23.95 · VW $18.22i $20,182,000 SEC
2008   Q4 1,236,231 3.20 Add 31.21% 0.76 $12.74–27.75 · VW $20.09i $24,453,000 SEC
2008   Q3 942,180 2.56 Buy 2.56 $25.78–37.24 · VW $30.24i $26,095,000 SEC
Price snapshot:
Current price$295.79
52-week low$128.56
52-week high$287.05