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Concurrent Investment Advisors’s Valero Energy VLO Stock Holding History

Concurrent Investment Advisors’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 		$2.07M Buy
8,376
+528
+7% +$109K 0.02% 604
2025
Q4 		$1.28M Buy
7,848
+962
+14% +$163K 0.01% 727
2025
Q3 		$1.17M Buy
6,886
+120
+2% +$17.9K 0.02% 609
2025
Q2 		$910K Sell
6,766
-315
-4% -$39.3K 0.02% 626
2025
Q1 		$935K Sell
7,081
-463
-6% -$61.4K 0.02% 565
2024
Q4 		$925K Sell
7,544
-32
-0.4% -$4.28K 0.02% 516
2024
Q3 		$1.02M Buy
7,576
+1,461
+24% +$212K 0.03% 454
2024
Q2 		$959K Buy
6,115
+1,689
+38% +$273K 0.03% 443
2024
Q1 		$755K Sell
4,426
-1,443
-25% -$207K 0.03% 438
2023
Q4 		$763K Buy
+5,869
New +$747K 0.04% 385

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

Concurrent Investment Advisors's VLO Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Valero Energy (VLO) stake by 6.7% in Q1 2026, buying an estimated $109K and bringing the position to 8,376 shares worth $2.07M. The position accounts for 0.02% of the portfolio, ranked #604.

Concurrent Investment Advisors first reported a position in VLO in Q4 2023 and has held it in 10 quarters since. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Concurrent Investment Advisors held 8,376 shares of Valero Energy worth $2.07M as of Q1 2026.
  • Concurrent Investment Advisors bought 528 Valero Energy shares in Q1 2026, an estimated $109K.
  • Valero Energy made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #604 holding.
  • Concurrent Investment Advisors first reported a position in Valero Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.