Bragg Financial Advisors’s Valero Energy VLO Stock Holding History

Bragg Financial Advisors’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	$3.72M	Sell	15,037 -10	-0.1%	-$2.06K	0.12%	153
2025 Q4	$2.45M	Sell	15,047 -723	-5%	-$122K	0.08%	169
2025 Q3	$2.69M	Sell	15,770 -549	-3%	-$81.9K	0.09%	165
2025 Q2	$2.19M	Sell	16,319 -231	-1%	-$28.8K	0.08%	180
2025 Q1	$2.19M	Sell	16,550 -350	-2%	-$46.4K	0.09%	167
2024 Q4	$2.07M	Sell	16,900 -455	-3%	-$60.9K	0.08%	172
2024 Q3	$2.34M	Sell	17,355 -482	-3%	-$70K	0.1%	166
2024 Q2	$2.8M	Sell	17,837 -572	-3%	-$92.3K	0.12%	146
2024 Q1	$3.14M	Sell	18,409 -282	-2%	-$40.4K	0.14%	141
2023 Q4	$2.43M	Sell	18,691 -677	-3%	-$86.1K	0.12%	150
2023 Q3	$2.74M	Sell	19,368 -419	-2%	-$54.9K	0.14%	141
2023 Q2	$2.32M	Sell	19,787 -940	-5%	-$109K	0.13%	153
2023 Q1	$2.89M	Sell	20,727 -339	-2%	-$45.5K	0.17%	141
2022 Q4	$2.67M	Hold	21,066	–	–	0.16%	141
2022 Q3	$2.25M	Sell	21,066 -306	-1%	-$33.7K	0.16%	146
2022 Q2	$2.27M	Sell	21,372 -125	-0.6%	-$14.8K	0.15%	141
2022 Q1	$2.18M	Sell	21,497 -1,021	-5%	-$88.6K	0.13%	150
2021 Q4	$1.59M	Hold	22,518	–	–	0.1%	161
2021 Q3	$1.59M	Sell	22,518 -194	-0.9%	-$12.9K	0.1%	161
2021 Q2	$1.77M	Sell	22,712 -995	-4%	-$77.1K	0.11%	152
2021 Q1	$1.7M	Buy	23,707 +669	+3%	+$45.5K	0.11%	154
2020 Q4	$1.3M	Sell	23,038 -3,015	-12%	-$148K	0.11%	150
2020 Q3	$1.13M	Sell	26,053 -3,152	-11%	-$165K	0.12%	152
2020 Q2	$1.72M	Sell	29,205 -4,537	-13%	-$271K	0.19%	128
2020 Q1	$1.53M	Sell	33,742 -3,142	-9%	-$228K	0.21%	130
2019 Q4	$3.45M	Sell	36,884 -400	-1%	-$37.8K	0.39%	87
2019 Q3	$3.18M	Sell	37,284 -164	-0.4%	-$13.3K	0.39%	91
2019 Q2	$3.21M	Sell	37,448 -330	-0.9%	-$27.2K	0.4%	89
2019 Q1	$3.21M	Buy	37,778 +15	+0%	+$1.24K	0.42%	88
2018 Q4	$2.83M	Buy	37,763 +335	+0.9%	+$29.4K	0.43%	83
2018 Q3	$4.26M	Sell	37,428 -586	-2%	-$66.5K	0.57%	63
2018 Q2	$4.21M	Sell	38,014 -138	-0.4%	-$15.5K	0.6%	59
2018 Q1	$3.54M	Sell	38,152 -320	-0.8%	-$29.9K	0.52%	73
2017 Q4	$3.54M	Sell	38,472 -1,293	-3%	-$107K	0.51%	74
2017 Q3	$3.06M	Buy	39,765 +946	+2%	+$65.1K	0.47%	83
2017 Q2	$2.62M	Buy	38,819 +795	+2%	+$51.6K	0.41%	99
2017 Q1	$2.52M	Buy	38,024 +184	+0.5%	+$12.3K	0.4%	101
2016 Q4	$2.58M	Buy	37,840 +845	+2%	+$52K	0.43%	94
2016 Q3	$1.96M	Sell	36,995 -265	-0.7%	-$14.1K	0.35%	112
2016 Q2	$1.9M	Sell	37,260 -417	-1%	-$23.6K	0.34%	115
2016 Q1	$2.42M	Buy	37,677 +2,165	+6%	+$138K	0.46%	90
2015 Q4	$2.51M	Buy	35,512 +1,375	+4%	+$93.7K	0.54%	72
2015 Q3	$2.05M	Sell	34,137 -1,068	-3%	-$67.8K	0.49%	76
2015 Q2	$2.2M	Sell	35,205 -1,075	-3%	-$63.5K	0.5%	76
2015 Q1	$2.31M	Buy	36,280 +1,742	+5%	+$97.2K	0.53%	74
2014 Q4	$1.71M	Sell	34,538 -462	-1%	-$22.4K	0.41%	96
2014 Q3	$1.62M	Sell	35,000 -3,373	-9%	-$170K	0.41%	97
2014 Q2	$1.92M	Sell	38,373 -578	-1%	-$31.9K	0.46%	87
2014 Q1	$2.07M	Buy	38,951 +415	+1%	+$21.2K	0.51%	81
2013 Q4	$1.94M	Buy	38,536 +538	+1%	+$22.7K	0.47%	84
2013 Q3	$1.3M	Sell	37,998 -798	-2%	-$28.2K	0.34%	116
2013 Q2	$1.35M	Buy	+38,796	New	+$1.48M	0.37%	106

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bragg Financial Advisors's VLO Position: Q1 2026 in Review

Bragg Financial Advisors reduced its Valero Energy (VLO) stake by 0.07% in Q1 2026, selling an estimated $2.06K and leaving 15,037 shares worth $3.72M. The position accounts for 0.12% of the portfolio, ranked #153.

Bragg Financial Advisors first reported a position in VLO in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.26M in Q3 2018. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Bragg Financial Advisors held 15,037 shares of Valero Energy worth $3.72M as of Q1 2026.
Bragg Financial Advisors sold 10 Valero Energy shares in Q1 2026, an estimated $2.06K.
Valero Energy made up 0.12% of Bragg Financial Advisors's portfolio in Q1 2026, its #153 holding.
Bragg Financial Advisors first reported a position in Valero Energy in Q2 2013 and has held it in 52 quarters since.
Bragg Financial Advisors's Valero Energy position peaked at $4.26M in Q3 2018.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.