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BOK Financial Private Wealth’s Valero Energy VLO Stock Holding History

BOK Financial Private Wealth’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 		$12.4K Hold
50
– – ﹤0.01% 337
2025
Q4 		$8.14K Buy
+50
New +$8.47K ﹤0.01% 398
2025
Q1 		– Sell
-7
Closed -$859 – 665
2024
Q4 		$859 Buy
+7
New +$936 ﹤0.01% 520
2024
Q3 		– Sell
-375
Closed -$58.8K – 551
2024
Q2 		$58.8K Hold
375
– – ﹤0.01% 241
2024
Q1 		$64K Buy
+375
New +$53.7K ﹤0.01% 237
2023
Q2 		– Sell
-10
Closed -$1.4K – 465
2023
Q1 		$1.4K Buy
+10
New +$1.34K ﹤0.01% 446

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

BOK Financial Private Wealth's VLO Position: Q1 2026 in Review

BOK Financial Private Wealth held its Valero Energy (VLO) position steady in Q1 2026 at 50 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

BOK Financial Private Wealth first reported a position in VLO in Q1 2023 and has held it in 6 quarters since. The position peaked at $64K in Q1 2024. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • BOK Financial Private Wealth held 50 shares of Valero Energy worth $12.4K as of Q1 2026.
  • BOK Financial Private Wealth left its Valero Energy share count unchanged in Q1 2026.
  • Valero Energy made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #337 holding.
  • BOK Financial Private Wealth first reported a position in Valero Energy in Q1 2023 and has held it in 6 quarters since.
  • BOK Financial Private Wealth's Valero Energy position peaked at $64K in Q1 2024.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.