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Berger Financial Group’s Valero Energy VLO Stock Holding History

Berger Financial Group’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 		$9.81M Buy
39,715
+33,678
+558% +$6.94M 0.55% 39
2025
Q4 		$983K Sell
6,037
-124
-2% -$21K 0.06% 213
2025
Q3 		$1.05M Sell
6,161
-40
-0.6% -$5.96K 0.06% 198
2025
Q2 		$834K Sell
6,201
-7
-0.1% -$872 0.05% 212
2025
Q1 		$820K Sell
6,208
-376
-6% -$49.9K 0.06% 204
2024
Q4 		$807K Buy
6,584
+796
+14% +$106K 0.06% 196
2024
Q3 		$782K Buy
+5,788
New +$840K 0.06% 180
2024
Q2 		– Sell
-1,309
Closed -$223K – 380
2024
Q1 		$223K Sell
1,309
-33,587
-96% -$4.81M 0.02% 335
2023
Q4 		$4.54M Sell
34,896
-419
-1% -$53.3K 0.47% 64
2023
Q3 		$5M Buy
35,315
+365
+1% +$47.8K 0.57% 47
2023
Q2 		$4.1M Sell
34,950
-520
-1% -$60.4K 0.47% 71
2023
Q1 		$4.95M Sell
35,470
-18,256
-34% -$2.45M 0.6% 39
2022
Q4 		$6.82M Sell
53,726
-400
-0.7% -$50.2K 0.9% 26
2022
Q3 		$5.78M Buy
54,126
+269
+0.5% +$29.6K 0.85% 27
2022
Q2 		$5.72M Sell
53,857
-1,430
-3% -$169K 0.84% 29
2022
Q1 		$5.61M Buy
+55,287
New +$4.8M 0.71% 30

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

Berger Financial Group's VLO Position: Q1 2026 in Review

Berger Financial Group increased its Valero Energy (VLO) stake by 558% in Q1 2026, buying an estimated $6.94M and bringing the position to 39,715 shares worth $9.81M. The position accounts for 0.55% of the portfolio, ranked #39.

Berger Financial Group first reported a position in VLO in Q1 2022 and has held it in 16 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Berger Financial Group held 39,715 shares of Valero Energy worth $9.81M as of Q1 2026.
  • Berger Financial Group bought 33,678 Valero Energy shares in Q1 2026, an estimated $6.94M.
  • Valero Energy made up 0.55% of Berger Financial Group's portfolio in Q1 2026, its #39 holding.
  • Berger Financial Group first reported a position in Valero Energy in Q1 2022 and has held it in 16 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.