BGAI
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Bruce G. Allen Investments’s Valero Energy VLO Stock Holding History

Bruce G. Allen Investments’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 		$38.5K Sell
156
-50
-24% -$10.3K 0.03% 310
2025
Q4 		$33.5K Buy
206
+51
+33% +$8.64K 0.02% 328
2025
Q3 		$26.4K Hold
155
– – 0.02% 361
2025
Q2 		$20.8K Sell
155
-40
-21% -$4.99K 0.02% 388
2025
Q1 		$25.8K Hold
195
– – 0.02% 353
2024
Q4 		$23.9K Buy
195
+9
+5% +$1.2K 0.02% 361
2024
Q3 		$25.1K Sell
186
-17
-8% -$2.47K 0.02% 362
2024
Q2 		$31.8K Buy
203
+14
+7% +$2.26K 0.03% 312
2024
Q1 		$32.3K Buy
189
+25
+15% +$3.58K 0.03% 313
2023
Q4 		$21.3K Buy
+164
New +$20.9K 0.02% 366

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

Bruce G. Allen Investments's VLO Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Valero Energy (VLO) stake by 24% in Q1 2026, selling an estimated $10.3K and leaving 156 shares worth $38.5K. The position accounts for 0.03% of the portfolio, ranked #310.

Bruce G. Allen Investments first reported a position in VLO in Q4 2023 and has held it in 10 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Bruce G. Allen Investments held 156 shares of Valero Energy worth $38.5K as of Q1 2026.
  • Bruce G. Allen Investments sold 50 Valero Energy shares in Q1 2026, an estimated $10.3K.
  • Valero Energy made up 0.03% of Bruce G. Allen Investments's portfolio in Q1 2026, its #310 holding.
  • Bruce G. Allen Investments first reported a position in Valero Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.