Belpointe Asset 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 | $1.48M | Sell |
5,984
-1,095
| -15% | -$226K | 0.05% | 314 |
|
|
2025
Q4 | $1.15M | Buy |
7,079
+350
| +5% | +$59.3K | 0.04% | 373 |
|
|
2025
Q3 | $1.15M | Sell |
6,729
-127
| -2% | -$18.9K | 0.04% | 364 |
|
|
2025
Q2 | $922K | Buy |
6,856
+392
| +6% | +$48.8K | 0.04% | 383 |
|
|
2025
Q1 | $854K | Sell |
6,464
-2,805
| -30% | -$372K | 0.04% | 379 |
|
|
2024
Q4 | $1.36M | Sell |
9,269
-95
| -1% | -$12.7K | 0.08% | 240 |
|
|
2024
Q3 | $1.26M | Buy |
9,364
+650
| +7% | +$94.4K | 0.08% | 256 |
|
|
2024
Q2 | $1.37M | Sell |
8,714
-1,859
| -18% | -$300K | 0.1% | 205 |
|
|
2024
Q1 | $1.8M | Buy |
10,573
+351
| +3% | +$50.3K | 0.14% | 143 |
|
|
2023
Q4 | $1.33M | Buy |
10,222
+530
| +5% | +$67.4K | 0.12% | 169 |
|
|
2023
Q3 | $1.37M | Buy |
9,692
+2,288
| +31% | +$300K | 0.14% | 148 |
|
|
2023
Q2 | $869K | Sell |
7,404
-5,426
| -42% | -$631K | 0.09% | 210 |
|
|
2023
Q1 | $1.79M | Buy |
12,830
+83
| +0.7% | +$11.2K | 0.1% | 216 |
|
|
2022
Q4 | $1.62M | Buy |
12,747
+3,428
| +37% | +$430K | 0.1% | 207 |
|
|
2022
Q3 | $996K | Buy |
9,319
+4,531
| +95% | +$499K | 0.07% | 294 |
|
|
2022
Q2 | $508K | Buy |
4,788
+250
| +6% | +$29.6K | 0.03% | 474 |
|
|
2022
Q1 | $461K | Buy |
4,538
+465
| +11% | +$40.3K | 0.03% | 564 |
|
|
2021
Q4 | $306K | Buy |
4,073
+108
| +3% | +$8.04K | 0.02% | 702 |
|
|
2021
Q3 | $280K | Buy |
3,965
+1,767
| +80% | +$118K | 0.02% | 716 |
|
|
2021
Q2 | $172K | Buy |
2,198
+786
| +56% | +$60.9K | 0.01% | 889 |
|
|
2021
Q1 | $101K | Sell |
1,412
-3,468
| -71% | -$236K | 0.01% | 1001 |
|
|
2020
Q4 | $277K | Sell |
4,880
-13,761
| -74% | -$675K | 0.02% | 586 |
|
|
2020
Q3 | $807K | Sell |
18,641
-4,991
| -21% | -$261K | 0.09% | 243 |
|
|
2020
Q2 | $1.39M | Buy |
23,632
+19,930
| +538% | +$1.19M | 0.18% | 120 |
|
|
2020
Q1 | $168K | Sell |
3,702
-9,660
| -72% | -$702K | 0.03% | 463 |
|
|
2019
Q4 | $1.25M | Buy |
13,362
+5,970
| +81% | +$564K | 0.16% | 142 |
|
|
2019
Q3 | $630K | Buy |
7,392
+533
| +8% | +$43.1K | 0.1% | 222 |
|
|
2019
Q2 | $587K | Buy |
6,859
+2,957
| +76% | +$244K | 0.12% | 192 |
|
|
2019
Q1 | $331K | Buy |
3,902
+1,993
| +104% | +$165K | 0.06% | 227 |
|
|
2018
Q4 | $143K | Sell |
1,909
-3,139
| -62% | -$276K | 0.04% | 406 |
|
|
2018
Q3 | $574K | Sell |
5,048
-238
| -5% | -$27K | 0.09% | 220 |
|
|
2018
Q2 | $586K | Sell |
5,286
-879
| -14% | -$98.6K | 0.16% | 129 |
|
|
2018
Q1 | $572K | Sell |
6,165
-1,659
| -21% | -$155K | 0.17% | 127 |
|
|
2017
Q4 | $719K | Buy |
7,824
+687
| +10% | +$56.7K | 0.16% | 143 |
|
|
2017
Q3 | $549K | Buy |
+7,137
| New | +$491K | 0.13% | 171 |
|
Other funds holding VLO
VCM
VPM
Belpointe Asset Management's VLO Position: Q1 2026 in Review
Belpointe Asset Management reduced its Valero Energy (VLO) stake by 15% in Q1 2026, selling an estimated $226K and leaving 5,984 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #314.
Belpointe Asset Management first reported a position in VLO in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.8M in Q1 2024. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.
- Belpointe Asset Management held 5,984 shares of Valero Energy worth $1.48M as of Q1 2026.
- Belpointe Asset Management sold 1,095 Valero Energy shares in Q1 2026, an estimated $226K.
- Valero Energy made up 0.05% of Belpointe Asset Management's portfolio in Q1 2026, its #314 holding.
- Belpointe Asset Management first reported a position in Valero Energy in Q3 2017 and has held it in 35 quarters since.
- Belpointe Asset Management's Valero Energy position peaked at $1.8M in Q1 2024.
- 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.
Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.