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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
2021
Q3 		– Sell
-4,040
Closed -$9K – 1720
2021
Q2 		$9K Buy
+4,040
New +$313K ﹤0.01% 1563

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.