Charles Schwab Trust 13F: New $426K Stake in Valero Energy (VLO)

Charles Schwab Trust disclosed a new position in Valero Energy Corporation (NYSE: VLO) in a filing on October 15, 2026. The trust acquired 1,100 shares, valued at approximately $426,371, which marks its first stake in the company.

What Changed in Charles Schwab Trust's Valero Energy Position

Charles Schwab Trust opened a new position in Valero Energy, acquiring 1,100 shares. This marks the trust's first involvement with the stock.

Other Institutional Activity in Valero Energy

Several other institutions have adjusted their positions in Valero Energy recently. BlackRock Inc. saw a decrease of 868,802 shares, bringing its total to 25,143,225 shares worth around $11.18 billion. Vanguard Capital Management LLC also reduced its stake by 231,573 shares, ending with 19,393,258 shares valued at about $8.62 billion. Similarly, State Street Corporation cut its holdings by 712,026 shares, resulting in a total of 18,903,012 shares worth approximately $8.41 billion.

Valero Energy Corporation Stock Down 0.1%

Valero Energy's stock recently traded around $443.70 as of October 16, 2026. This price is about 17.1% above its 50-day moving average of $378.80 and significantly above its 200-day average of $272.61. However, it remains about 3.9% below its 52-week high of $461.52.

Recent Earnings

Valero Energy reported a trailing twelve-month revenue of $132.4 billion and an earnings per share (EPS) of $23.99. The company has scheduled its next earnings report for October 22, 2026, where further financial insights will be shared.

Insider Buying and Selling at Valero Energy Corporation

Recent insider transactions show that Eric A. Fisher, an officer at Valero Energy, sold 7,500 shares on May 18, 2026, at an average price of $251.61, totaling about $1.89 million. He made similar sales on June 18 and June 29, totaling 15,000 shares sold at prices of $236.90 and $268.17, respectively.

Analysts Set New Price Targets

On October 8, 2026, Jefferies maintained its 'Hold' rating on Valero Energy with a target price of $394.00, while Mizuho kept a 'Neutral' rating with a target of $434.00. Citigroup also maintained a 'Neutral' rating with a price target of $485.00 on October 13, 2026.

About Valero Energy

Valero Energy Corporation operates in the energy sector, specifically in oil and gas refining and marketing. It manufactures and sells petroleum products and low-carbon fuels across the globe, including the United States and parts of Latin America and Europe. The recent investment by Charles Schwab Trust highlights growing interest in the company's performance and market position.

Bottom Line

Investors should watch for Valero Energy's next earnings report on October 22, 2026, for further insights into its financial performance. This recent filing from Charles Schwab Trust reflects holdings as of the reporting period and may not represent the investor's current position. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.