CIA
VLO icon

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
2024
Q2 		– Sell
-100
Closed -$17.1K – 1085
2024
Q1 		$17.1K Buy
+100
New +$14.3K ﹤0.01% 900

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.