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Beta Wealth Group’s Valero Energy VLO Stock Holding History

Beta Wealth 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 		– Sell
-2,012
Closed -$328K – 121
2025
Q4 		$328K Buy
2,012
+101
+5% +$17.1K 0.13% 100
2025
Q3 		$325K Sell
1,911
-2,402
-56% -$358K 0.13% 103
2025
Q2 		$580K Buy
4,313
+803
+23% +$100K 0.21% 62
2025
Q1 		$464K Buy
3,510
+3
+0.1% +$398 0.17% 73
2024
Q4 		$430K Buy
3,507
+103
+3% +$13.8K 0.19% 84
2024
Q3 		$460K Buy
3,404
+1,603
+89% +$233K 0.21% 76
2024
Q2 		$282K Sell
1,801
-2,499
-58% -$403K 0.13% 88
2024
Q1 		$734K Buy
4,300
+698
+19% +$100K 0.36% 48
2023
Q4 		$468K Buy
+3,602
New +$458K 0.25% 66

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

Beta Wealth Group's VLO Position: Q1 2026 in Review

Beta Wealth Group sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 2,012 shares — an estimated $328K sold.

Beta Wealth Group first reported a position in VLO in Q4 2023 and held it in 9 quarters. The position peaked at $734K in Q1 2024. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Beta Wealth Group reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
  • Beta Wealth Group sold 2,012 Valero Energy shares in Q1 2026, an estimated $328K.
  • Beta Wealth Group first reported a position in Valero Energy in Q4 2023 and held it in 9 quarters.
  • Beta Wealth Group's Valero Energy position peaked at $734K in Q1 2024.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

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