Basepoint Wealth’s Valero Energy VLO Stock Holding History

Basepoint Wealth’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	$53.8K	Buy	218 +2	+0.9%	+$412	0.03%	206
2025 Q4	$35.2K	Buy	+216	New	+$36.6K	0.02%	244

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Basepoint Wealth's VLO Position: Q1 2026 in Review

Basepoint Wealth increased its Valero Energy (VLO) stake by 0.93% in Q1 2026, buying an estimated $412 and bringing the position to 218 shares worth $53.8K. The position accounts for 0.03% of the portfolio, ranked #206.

Basepoint Wealth first reported a position in VLO in Q4 2025 and has held it in 2 quarters since. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Basepoint Wealth held 218 shares of Valero Energy worth $53.8K as of Q1 2026.
Basepoint Wealth bought 2 Valero Energy shares in Q1 2026, an estimated $412.
Valero Energy made up 0.03% of Basepoint Wealth's portfolio in Q1 2026, its #206 holding.
Basepoint Wealth first reported a position in Valero Energy in Q4 2025 and has held it in 2 quarters since.
1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.