Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Valero Energy VLO Stock Holding History

Carson Wealth (CWM LLC)’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 		$11.5M Buy
46,601
+2,655
+6% +$547K 0.03% 494
2025
Q4 		$7.15M Sell
43,946
-3,051
-6% -$517K 0.02% 639
2025
Q3 		$8M Buy
46,997
+3,998
+9% +$596K 0.02% 547
2025
Q2 		$5.78M Buy
42,999
+3,354
+8% +$418K 0.02% 545
2025
Q1 		$5.24M Buy
39,645
+15,063
+61% +$2M 0.02% 519
2024
Q4 		$3.01M Buy
24,582
+10,200
+71% +$1.36M 0.01% 628
2024
Q3 		$1.94M Sell
14,382
-3,813
-21% -$554K 0.01% 712
2024
Q2 		$2.85M Buy
18,195
+3,144
+21% +$507K 0.01% 549
2024
Q1 		$2.57M Buy
15,051
+2,608
+21% +$374K 0.01% 556
2023
Q4 		$1.62M Buy
12,443
+774
+7% +$98.5K 0.01% 630
2023
Q3 		$1.65M Buy
11,669
+1,610
+16% +$211K 0.01% 592
2023
Q2 		$1.18M Buy
10,059
+1,087
+12% +$126K 0.01% 654
2023
Q1 		$1.25M Buy
8,972
+844
+10% +$113K 0.01% 592
2022
Q4 		$1.03M Buy
8,128
+635
+8% +$79.7K 0.01% 606
2022
Q3 		$801K Sell
7,493
-171
-2% -$18.8K 0.01% 612
2022
Q2 		$815K Buy
7,664
+1,780
+30% +$211K 0.01% 610
2022
Q1 		$598K Buy
5,884
+1,035
+21% +$89.8K ﹤0.01% 677
2021
Q4 		$364K Buy
+4,849
New +$361K ﹤0.01% 816
2021
Q2 		$377K Hold
4,834
– – ﹤0.01% 733
2021
Q1 		$377K Hold
4,834
– – ﹤0.01% 733
2020
Q4 		$377K Hold
4,834
– – ﹤0.01% 733
2020
Q3 		$377K Hold
4,834
– – ﹤0.01% 733
2020
Q2 		$377K Hold
4,834
– – ﹤0.01% 733
2020
Q1 		$377K Hold
4,834
– – ﹤0.01% 733
2019
Q4 		$377K Hold
4,834
– – ﹤0.01% 733
2019
Q3 		$377K Hold
4,834
– – ﹤0.01% 733
2019
Q2 		$377K Hold
4,834
– – ﹤0.01% 733
2019
Q1 		$377K Buy
4,834
+3,228
+201% +$267K ﹤0.01% 733
2018
Q4 		$120K Buy
1,606
+209
+15% +$18.4K ﹤0.01% 694
2018
Q3 		$159K Buy
1,397
+368
+36% +$41.8K ﹤0.01% 553
2018
Q2 		$114K Buy
1,029
+111
+12% +$12.5K ﹤0.01% 503
2018
Q1 		$85K Buy
918
+68
+8% +$6.35K ﹤0.01% 474
2017
Q4 		$78K Sell
850
-81
-9% -$6.68K ﹤0.01% 454
2017
Q3 		$72K Sell
931
-415
-31% -$28.6K ﹤0.01% 458
2017
Q2 		$91K Buy
1,346
+502
+59% +$32.6K ﹤0.01% 393
2017
Q1 		$56K Sell
844
-546
-39% -$36.5K ﹤0.01% 440
2016
Q4 		$95K Buy
1,390
+35
+3% +$2.15K 0.01% 357
2016
Q3 		$72K Buy
1,355
+500
+58% +$26.7K 0.01% 376
2016
Q2 		$44K Hold
855
– – ﹤0.01% 386
2016
Q1 		$55K Buy
855
+200
+31% +$12.7K ﹤0.01% 333
2015
Q4 		$46K Sell
655
-400
-38% -$27.3K ﹤0.01% 325
2015
Q3 		$63K Buy
+1,055
New +$67K 0.01% 267
2014
Q1 		– Sell
-960
Closed -$49K – 477
2013
Q4 		$49K Buy
960
+403
+72% +$17K 0.01% 265
2013
Q3 		$19K Buy
+557
New +$19.7K 0.01% 276

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VLO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Valero Energy (VLO) stake by 6% in Q1 2026, buying an estimated $547K and bringing the position to 46,601 shares worth $11.5M. The position accounts for 0.03% of the portfolio, ranked #494.

Carson Wealth (CWM LLC) first reported a position in VLO in Q3 2013 and has held it in 44 quarters since. 1,868 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 46,601 shares of Valero Energy worth $11.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,655 Valero Energy shares in Q1 2026, an estimated $547K.
  • Valero Energy made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #494 holding.
  • Carson Wealth (CWM LLC) first reported a position in Valero Energy in Q3 2013 and has held it in 44 quarters since.
  • 1,868 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.