Sound Income Strategies LLC Reduces Valero Energy Holdings

Investment firm cuts nearly half of its stake in the oil and gas company

Apr. 7, 2026 at 10:40am

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An extreme close-up of rugged, industrial oil refinery equipment and machinery, dramatically lit against a dark background, representing the tangible assets and physical operations of the energy sector.The complex machinery and infrastructure of the oil and gas industry face an uncertain future as investors reevaluate their exposure to traditional fossil fuels.San Antonio Today

Sound Income Strategies LLC, an institutional investor, decreased its position in Valero Energy Corporation (NYSE:VLO) by 48.5% in the fourth quarter. The firm now holds 44,578 shares of the oil and gas company's stock, down from 86,521 shares previously.

Why it matters

This reduction in Valero Energy holdings by a major institutional investor could signal a shift in market sentiment around the oil and gas sector, as investors weigh factors like energy prices, refining margins, and the transition to renewable fuels.

The details

According to the 13F filing, Sound Income Strategies sold 41,943 shares of Valero Energy in the fourth quarter, leaving it with a $7.26 million position in the company. The filing shows the firm's total holdings in Valero Energy have been cut by nearly half.

  • Sound Income Strategies reported the changes in its Valero Energy holdings in its Q4 2025 13F filing.

The players

Sound Income Strategies LLC

An institutional investment firm that manages a portfolio of stocks, bonds, and other assets.

Valero Energy Corporation

A San Antonio, Texas-based integrated downstream energy company that manufactures and markets transportation fuels, petrochemical feedstocks, and other industrial products.

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The takeaway

The decrease in Sound Income Strategies' Valero Energy position reflects broader uncertainty around the future of traditional fossil fuels as the energy transition accelerates. Investors will be closely watching how other major institutions adjust their exposure to oil and gas companies in the coming quarters.