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Angeles Wealth Management’s Valero Energy VLO Stock Holding History

Angeles 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 		$787K Buy
3,187
+314
+11% +$64.7K 0.04% 166
2025
Q4 		$468K Buy
2,873
+22
+0.8% +$3.73K 0.03% 223
2025
Q3 		$485K Sell
2,851
-9
-0.3% -$1.34K 0.03% 189
2025
Q2 		$385K Buy
2,860
+397
+16% +$49.5K 0.03% 217
2025
Q1 		$325K Sell
2,463
-93
-4% -$12.3K 0.03% 191
2024
Q4 		$313K Buy
2,556
+116
+5% +$15.5K 0.03% 201
2024
Q3 		$329K Buy
2,440
+731
+43% +$106K 0.03% 184
2024
Q2 		$268K Buy
1,709
+269
+19% +$43.4K 0.03% 195
2024
Q1 		$246K Buy
+1,440
New +$206K 0.02% 191

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

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

Angeles Wealth Management increased its Valero Energy (VLO) stake by 11% in Q1 2026, buying an estimated $64.7K and bringing the position to 3,187 shares worth $787K. The position accounts for 0.04% of the portfolio, ranked #166.

Angeles Wealth Management first reported a position in VLO in Q1 2024 and has held it in 9 quarters since. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Angeles Wealth Management held 3,187 shares of Valero Energy worth $787K as of Q1 2026.
  • Angeles Wealth Management bought 314 Valero Energy shares in Q1 2026, an estimated $64.7K.
  • Valero Energy made up 0.04% of Angeles Wealth Management's portfolio in Q1 2026, its #166 holding.
  • Angeles Wealth Management first reported a position in Valero Energy in Q1 2024 and has held it in 9 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.