Bartlett & Co Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $114K | Sell |
452
-13
| -3% | -$2.68K | ﹤0.01% | 549 |
|
|
2025
Q4 | $75.8K | Buy |
465
+20
| +4% | +$3.39K | ﹤0.01% | 596 |
|
|
2025
Q3 | $75.8K | Buy |
445
+40
| +10% | +$5.96K | ﹤0.01% | 599 |
|
|
2025
Q2 | $54.4K | Sell |
405
-2
| -0.5% | -$249 | ﹤0.01% | 645 |
|
|
2025
Q1 | $53.8K | Sell |
407
-1,036
| -72% | -$137K | ﹤0.01% | 637 |
|
|
2024
Q4 | $177K | Sell |
1,443
-185
| -11% | -$24.8K | ﹤0.01% | 460 |
|
|
2024
Q3 | $220K | Hold |
1,628
| – | – | ﹤0.01% | 428 |
|
|
2024
Q2 | $255K | Sell |
1,628
-70
| -4% | -$11.3K | ﹤0.01% | 417 |
|
|
2024
Q1 | $290K | Sell |
1,698
-123
| -7% | -$17.6K | ﹤0.01% | 407 |
|
|
2023
Q4 | $237K | Buy |
1,821
+996
| +121% | +$127K | ﹤0.01% | 447 |
|
|
2023
Q3 | $117K | Hold |
825
| – | – | ﹤0.01% | 516 |
|
|
2023
Q2 | $96.8K | Buy |
825
+100
| +14% | +$11.6K | ﹤0.01% | 551 |
|
|
2023
Q1 | $101K | Hold |
725
| – | – | ﹤0.01% | 463 |
|
|
2022
Q4 | $92K | Hold |
725
| – | – | ﹤0.01% | 483 |
|
|
2022
Q3 | $77.5K | Hold |
725
| – | – | ﹤0.01% | 495 |
|
|
2022
Q2 | $77.1K | Hold |
725
| – | – | ﹤0.01% | 505 |
|
|
2022
Q1 | $73.6K | Buy |
+725
| New | +$62.9K | ﹤0.01% | 526 |
|
|
2021
Q4 | – | Sell |
-725
| Closed | -$51.2K | – | 870 |
|
|
2021
Q3 | $51.2K | Sell |
725
-10
| -1% | -$666 | ﹤0.01% | 506 |
|
|
2021
Q2 | $57.4K | Hold |
735
| – | – | ﹤0.01% | 482 |
|
|
2021
Q1 | $52.6K | Hold |
735
| – | – | ﹤0.01% | 528 |
|
|
2020
Q4 | $41.6K | Buy |
735
+10
| +1% | +$491 | ﹤0.01% | 551 |
|
|
2020
Q3 | $31.4K | Sell |
725
-4,500
| -86% | -$236K | ﹤0.01% | 557 |
|
|
2020
Q2 | $307K | Sell |
5,225
-1,480
| -22% | -$88.4K | 0.01% | 276 |
|
|
2020
Q1 | $304K | Sell |
6,705
-2,080
| -24% | -$151K | 0.01% | 264 |
|
|
2019
Q4 | $823K | Hold |
8,785
| – | – | 0.02% | 220 |
|
|
2019
Q3 | $749K | Buy |
8,785
+8,685
| +8,685% | +$702K | 0.02% | 223 |
|
|
2019
Q2 | $8.56K | Sell |
100
-67
| -40% | -$5.53K | ﹤0.01% | 593 |
|
|
2019
Q1 | $14.2K | Hold |
167
| – | – | ﹤0.01% | 550 |
|
|
2018
Q4 | $12.5K | Hold |
167
| – | – | ﹤0.01% | 560 |
|
|
2018
Q3 | $19K | Sell |
167
-151
| -47% | -$17.1K | ﹤0.01% | 544 |
|
|
2018
Q2 | $35.2K | Buy |
318
+101
| +47% | +$11.3K | ﹤0.01% | 465 |
|
|
2018
Q1 | $20.1K | Buy |
+217
| New | +$20.3K | ﹤0.01% | 538 |
|
Other funds holding VLO
VCM
VPM
Bartlett & Co Wealth Management's VLO Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Valero Energy (VLO) stake by 2.8% in Q1 2026, selling an estimated $2.68K and leaving 452 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #549.
Bartlett & Co Wealth Management first reported a position in VLO in Q1 2018 and has held it in 32 quarters since. The position peaked at $823K in Q4 2019. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.
- Bartlett & Co Wealth Management held 452 shares of Valero Energy worth $114K as of Q1 2026.
- Bartlett & Co Wealth Management sold 13 Valero Energy shares in Q1 2026, an estimated $2.68K.
- Valero Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #549 holding.
- Bartlett & Co Wealth Management first reported a position in Valero Energy in Q1 2018 and has held it in 32 quarters since.
- Bartlett & Co Wealth Management's Valero Energy position peaked at $823K in Q4 2019.
- 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.