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Beacon Financial Advisory’s Valero Energy VLO Stock Holding History

Beacon Financial Advisory’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 		$298K Buy
+1,204
New +$248K 0.07% 307
2025
Q4 		– Sell
-1,192
Closed -$203K – 405
2025
Q3 		$203K Buy
+1,192
New +$178K 0.05% 368
2024
Q3 		– Sell
-1,447
Closed -$227K – 317
2024
Q2 		$227K Buy
1,447
+14
+1% +$2.26K 0.08% 252
2024
Q1 		$245K Buy
+1,433
New +$205K 0.12% 211

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

Beacon Financial Advisory's VLO Position: Q1 2026 in Review

Beacon Financial Advisory opened a new position in Valero Energy (VLO) in Q1 2026: 1,204 shares worth $298K. The stake represents 0.07% of the portfolio and ranks #307 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in VLO as recently as Q3 2025.

Beacon Financial Advisory first reported a position in VLO in Q1 2024 and has held it in 4 quarters since. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Beacon Financial Advisory held 1,204 shares of Valero Energy worth $298K as of Q1 2026.
  • Valero Energy was a new Beacon Financial Advisory position in Q1 2026.
  • Valero Energy made up 0.07% of Beacon Financial Advisory's portfolio in Q1 2026, its #307 holding.
  • Beacon Financial Advisory first reported a position in Valero Energy in Q1 2024 and has held it in 4 quarters since.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.