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Callan Family Office’s Valero Energy VLO Stock Holding History

Callan Family Office’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 		$1.15M Buy
4,640
+68
+1% +$14K 0.03% 523
2025
Q4 		$744K Buy
4,572
+794
+21% +$135K 0.02% 640
2025
Q3 		$643K Buy
3,778
+77
+2% +$11.5K 0.02% 470
2025
Q2 		$497K Buy
+3,701
New +$461K 0.02% 588

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

Callan Family Office's VLO Position: Q1 2026 in Review

Callan Family Office increased its Valero Energy (VLO) stake by 1.5% in Q1 2026, buying an estimated $14K and bringing the position to 4,640 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #523.

Callan Family Office first reported a position in VLO in Q2 2025 and has held it in 4 quarters since. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Callan Family Office held 4,640 shares of Valero Energy worth $1.15M as of Q1 2026.
  • Callan Family Office bought 68 Valero Energy shares in Q1 2026, an estimated $14K.
  • Valero Energy made up 0.03% of Callan Family Office's portfolio in Q1 2026, its #523 holding.
  • Callan Family Office first reported a position in Valero Energy in Q2 2025 and has held it in 4 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.