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Biltmore Wealth Management’s Valero Energy VLO Stock Holding History

Biltmore Wealth Management’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 		$932K Sell
3,774
-110
-3% -$22.7K 0.33% 28
2025
Q4 		$632K Sell
3,884
-11
-0.3% -$1.86K 0.24% 37
2025
Q3 		$663K Buy
+3,895
New +$581K 0.25% 35
2020
Q2 		– Sell
-2,546
Closed -$238K – 59
2020
Q1 		$238K Hold
2,546
– – 0.11% 46
2019
Q4 		$238K Sell
2,546
-61
-2% -$5.76K 0.11% 46
2019
Q3 		$222K Buy
+2,607
New +$211K 0.11% 45

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

Biltmore Wealth Management's VLO Position: Q1 2026 in Review

Biltmore Wealth Management reduced its Valero Energy (VLO) stake by 2.8% in Q1 2026, selling an estimated $22.7K and leaving 3,774 shares worth $932K. The position accounts for 0.33% of the portfolio, ranked #28.

Biltmore Wealth Management first reported a position in VLO in Q3 2019 and has held it in 6 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Biltmore Wealth Management held 3,774 shares of Valero Energy worth $932K as of Q1 2026.
  • Biltmore Wealth Management sold 110 Valero Energy shares in Q1 2026, an estimated $22.7K.
  • Valero Energy made up 0.33% of Biltmore Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Biltmore Wealth Management first reported a position in Valero Energy in Q3 2019 and has held it in 6 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Biltmore Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.