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Bell & Brown Wealth Advisors’s Valero Energy VLO Stock Holding History

Bell & Brown Wealth Advisors’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 		$10.5M Sell
42,419
-695
-2% -$143K 3.4% 7
2025
Q4 		$7.02M Buy
43,114
+129
+0.3% +$21.9K 2.26% 14
2025
Q3 		$7.32M Buy
42,985
+345
+0.8% +$51.5K 2.4% 16
2025
Q2 		$5.73M Sell
42,640
-183
-0.4% -$22.8K 2.05% 18
2025
Q1 		$5.66M Buy
42,823
+903
+2% +$120K 2.21% 15
2024
Q4 		$5.14M Buy
41,920
+503
+1% +$67.3K 1.91% 21
2024
Q3 		$5.59M Buy
41,417
+967
+2% +$140K 2.19% 15
2024
Q2 		$6.34M Sell
40,450
-316
-0.8% -$51K 2.43% 13
2024
Q1 		$6.96M Sell
40,766
-433
-1% -$62K 2.98% 9
2023
Q4 		$5.36M Buy
+41,199
New +$5.24M 2.49% 14
2023
Q2 		$4.86M Sell
41,462
-31
-0.1% -$3.6K 2.43% 14
2023
Q1 		$5.79M Sell
41,493
-1,249
-3% -$168K 3.09% 8
2022
Q4 		$5.42M Sell
42,742
-10,882
-20% -$1.37M 2.98% 7
2022
Q3 		$5.73M Sell
53,624
-1,025
-2% -$113K 3.54% 5
2022
Q2 		$5.81M Sell
54,649
-1,455
-3% -$172K 3.11% 6
2022
Q1 		$5.7M Sell
56,104
-1,912
-3% -$166K 2.58% 11
2021
Q4 		$5.15M Buy
58,016
+2,898
+5% +$216K 2.49% 11
2021
Q3 		$3.89M Buy
+55,118
New +$3.67M 2.1% 21
2020
Q3 		$701K Buy
17,004
+2,100
+14% +$110K 0.51% 52
2020
Q2 		$785K Buy
14,904
+1,013
+7% +$60.5K 0.61% 50
2020
Q1 		$918K Buy
13,891
+1,122
+9% +$81.5K 0.85% 40
2019
Q4 		$1.18M Sell
12,769
-87
-0.7% -$8.22K 0.88% 47
2019
Q3 		$1.09M Buy
12,856
+841
+7% +$68K 0.89% 49
2019
Q2 		$1.03M Buy
12,015
+193
+2% +$15.9K 0.91% 49
2019
Q1 		$1M Buy
11,822
+526
+5% +$43.5K 0.91% 47
2018
Q4 		$847K Buy
11,296
+3,503
+45% +$308K 0.91% 47
2018
Q3 		$710K Sell
7,793
-12
-0.2% -$1.36K 0.66% 56
2018
Q2 		$865K Sell
7,805
-1,861
-19% -$209K 0.85% 50
2018
Q1 		$1.06M Buy
9,666
+48
+0.5% +$4.48K 1.12% 37
2017
Q4 		$884K Buy
+9,618
New +$793K 0.92% 47

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

Bell & Brown Wealth Advisors's VLO Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its Valero Energy (VLO) stake by 1.6% in Q1 2026, selling an estimated $143K and leaving 42,419 shares worth $10.5M. The position accounts for 3.4% of the portfolio, ranked #7.

Bell & Brown Wealth Advisors first reported a position in VLO in Q4 2017 and has held it in 30 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Bell & Brown Wealth Advisors held 42,419 shares of Valero Energy worth $10.5M as of Q1 2026.
  • Bell & Brown Wealth Advisors sold 695 Valero Energy shares in Q1 2026, an estimated $143K.
  • Valero Energy made up 3.4% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • Bell & Brown Wealth Advisors first reported a position in Valero Energy in Q4 2017 and has held it in 30 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.