AWM
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AE Wealth Management’s Valero Energy VLO Stock Holding History

AE Wealth Management’s Portfolio VLO Stock Details VLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.3M Buy
179,472
+36,357
+25% +$7.5M 0.24% 103
2025
Q4 		$23.3M Sell
143,115
-466
-0.3% -$79K 0.13% 168
2025
Q3 		$24.4M Sell
143,581
-17,485
-11% -$2.61M 0.16% 148
2025
Q2 		$21.7M Buy
161,066
+150,477
+1,421% +$18.8M 0.16% 148
2025
Q1 		$1.4M Sell
10,589
-99,167
-90% -$13.2M 0.01% 626
2024
Q4 		$13.5M Buy
109,756
+15,450
+16% +$2.07M 0.11% 191
2024
Q3 		$12.7M Sell
94,306
-6,634
-7% -$963K 0.12% 194
2024
Q2 		$15.8M Buy
100,940
+12,410
+14% +$2M 0.16% 158
2024
Q1 		$15.1M Sell
88,530
-45,215
-34% -$6.48M 0.17% 163
2023
Q4 		$18.4M Sell
133,745
-36,188
-21% -$4.6M 0.09% 244
2023
Q3 		$24.1M Sell
169,933
-6,623
-4% -$868K 0.14% 162
2023
Q2 		$20.7M Sell
176,556
-73,827
-29% -$8.58M 0.12% 187
2023
Q1 		$35M Buy
250,383
+49,617
+25% +$6.67M 0.22% 92
2022
Q4 		$25.5M Buy
200,766
+12,178
+6% +$1.53M 0.18% 128
2022
Q3 		$20.2M Buy
188,588
+46,137
+32% +$5.08M 0.16% 143
2022
Q2 		$15.1M Buy
142,451
+15,924
+13% +$1.88M 0.12% 188
2022
Q1 		$12.8M Buy
126,527
+10,280
+9% +$892K 0.09% 234
2021
Q4 		$8.73M Buy
116,247
+7,763
+7% +$578K 0.06% 302
2021
Q3 		$7.66M Buy
108,484
+18,556
+21% +$1.24M 0.06% 285
2021
Q2 		$7.02M Buy
89,928
+26,004
+41% +$2.01M 0.06% 289
2021
Q1 		$4.58M Buy
63,924
+1,324
+2% +$90K 0.05% 336
2020
Q4 		$3.54M Buy
62,600
+24,699
+65% +$1.21M 0.04% 341
2020
Q3 		$1.64M Sell
37,901
-3,143
-8% -$165K 0.02% 487
2020
Q2 		$2.41M Sell
41,044
-7,667
-16% -$458K 0.04% 355
2020
Q1 		$2.21M Buy
48,711
+10,051
+26% +$730K 0.05% 287
2019
Q4 		$3.62M Buy
38,660
+2,733
+8% +$258K 0.08% 228
2019
Q3 		$3.06M Sell
35,927
-5,918
-14% -$478K 0.09% 203
2019
Q2 		$3.58M Buy
41,845
+29,641
+243% +$2.45M 0.11% 165
2019
Q1 		$1.03M Buy
12,204
+1,379
+13% +$114K 0.07% 211
2018
Q4 		$812K Sell
10,825
-9,599
-47% -$843K 0.14% 176
2018
Q3 		$2.32M Buy
20,424
+4,044
+25% +$459K 0.13% 125
2018
Q2 		$1.81M Buy
16,380
+1,514
+10% +$170K 0.12% 105
2018
Q1 		$1.38M Buy
14,866
+199
+1% +$18.6K 0.11% 123
2017
Q4 		$1.35M Sell
14,667
-11,762
-45% -$970K 0.12% 122
2017
Q3 		$2.03M Sell
26,429
-4,411
-14% -$304K 0.19% 80
2017
Q2 		$2.08M Buy
30,840
+1,304
+4% +$84.6K 0.25% 75
2017
Q1 		$1.96M Buy
29,536
+12,955
+78% +$867K 0.36% 54
2016
Q4 		$1.13M Buy
+16,581
New +$1.02M 0.46% 45

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AE Wealth Management's VLO Position: Q1 2026 in Review

AE Wealth Management increased its Valero Energy (VLO) stake by 25% in Q1 2026, buying an estimated $7.5M and bringing the position to 179,472 shares worth $44.3M. The position accounts for 0.24% of the portfolio, ranked #103.

AE Wealth Management first reported a position in VLO in Q4 2016 and has held it in 38 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • AE Wealth Management held 179,472 shares of Valero Energy worth $44.3M as of Q1 2026.
  • AE Wealth Management bought 36,357 Valero Energy shares in Q1 2026, an estimated $7.5M.
  • Valero Energy made up 0.24% of AE Wealth Management's portfolio in Q1 2026, its #103 holding.
  • AE Wealth Management first reported a position in Valero Energy in Q4 2016 and has held it in 38 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.