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CBIZ Investment Advisory Services’s Valero Energy VLO Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-345
Closed -$56.2K – 727
2025
Q4 		$56.2K Buy
345
+31
+10% +$5.25K ﹤0.01% 123
2025
Q3 		$53.5K Sell
314
-16
-5% -$2.39K ﹤0.01% 122
2025
Q2 		$44.4K Sell
330
-25
-7% -$3.12K ﹤0.01% 146
2025
Q1 		$46.9K Buy
355
+8
+2% +$1.06K ﹤0.01% 119
2024
Q4 		$42.5K Buy
347
+15
+5% +$2.01K ﹤0.01% 121
2024
Q3 		$45K Sell
332
-1
-0.3% -$145 ﹤0.01% 114
2024
Q2 		$52.2K Hold
333
– – ﹤0.01% 102
2024
Q1 		$56.8K Buy
+333
New +$47.7K ﹤0.01% 94

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

CBIZ Investment Advisory Services's VLO Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 345 shares — an estimated $56.2K sold.

CBIZ Investment Advisory Services first reported a position in VLO in Q1 2024 and held it in 8 quarters. The position peaked at $56.8K in Q1 2024. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 345 Valero Energy shares in Q1 2026, an estimated $56.2K.
  • CBIZ Investment Advisory Services first reported a position in Valero Energy in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's Valero Energy position peaked at $56.8K in Q1 2024.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.