CFP
VLO icon

Catalyst Financial Partners’s Valero Energy VLO Stock Holding History

Catalyst Financial Partners’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 		$612K Sell
2,478
-1,297
-34% -$267K 0.07% 167
2025
Q4 		$615K Buy
3,775
+1,247
+49% +$211K 0.07% 150
2025
Q3 		$430K Buy
2,528
+188
+8% +$28K 0.05% 187
2025
Q2 		$315K Buy
2,340
+2
+0.1% +$249 0.03% 226
2025
Q1 		$309K Buy
2,338
+34
+1% +$4.51K 0.06% 214
2024
Q4 		$282K Buy
2,304
+40
+2% +$5.35K 0.05% 215
2024
Q3 		$306K Hold
2,264
– – 0.06% 199
2024
Q2 		$355K Buy
2,264
+63
+3% +$10.2K 0.08% 163
2024
Q1 		$368K Buy
2,201
+125
+6% +$17.9K 0.09% 143
2023
Q4 		$270K Buy
2,076
+87
+4% +$11.1K 0.08% 175
2023
Q3 		$282K Buy
1,989
+188
+10% +$24.6K 0.09% 163
2023
Q2 		$211K Buy
1,801
+65
+4% +$7.55K 0.08% 185
2023
Q1 		$242K Buy
1,736
+149
+9% +$20K 0.1% 152
2022
Q4 		$201K Buy
+1,587
New +$199K 0.1% 157

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

Catalyst Financial Partners's VLO Position: Q1 2026 in Review

Catalyst Financial Partners reduced its Valero Energy (VLO) stake by 34% in Q1 2026, selling an estimated $267K and leaving 2,478 shares worth $612K. The position accounts for 0.07% of the portfolio, ranked #167.

Catalyst Financial Partners first reported a position in VLO in Q4 2022 and has held it in 14 quarters since. The position peaked at $615K in Q4 2025. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Catalyst Financial Partners held 2,478 shares of Valero Energy worth $612K as of Q1 2026.
  • Catalyst Financial Partners sold 1,297 Valero Energy shares in Q1 2026, an estimated $267K.
  • Valero Energy made up 0.07% of Catalyst Financial Partners's portfolio in Q1 2026, its #167 holding.
  • Catalyst Financial Partners first reported a position in Valero Energy in Q4 2022 and has held it in 14 quarters since.
  • Catalyst Financial Partners's Valero Energy position peaked at $615K in Q4 2025.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.