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Coppell Advisory Solutions’s Valero Energy VLO Stock Holding History

Coppell Advisory Solutions’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
-4,620
Closed -$762K – 360
2025
Q4 		$762K Buy
4,620
+7
+0.2% +$1.19K 0.08% 198
2025
Q3 		$794K Buy
4,613
+159
+4% +$23.7K 0.08% 189
2025
Q2 		$600K Buy
4,454
+1
+0% +$125 0.07% 213
2025
Q1 		$514K Buy
4,453
+36
+0.8% +$4.78K 0.07% 208
2024
Q4 		$528K Sell
4,417
-605
-12% -$80.9K 0.07% 165
2024
Q3 		$683K Buy
5,022
+608
+14% +$88.3K 0.1% 149
2024
Q2 		$692K Buy
+4,414
New +$712K 0.11% 132
2023
Q4 		$611K Buy
+4,703
New +$598K 0.12% 144

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

Coppell Advisory Solutions's VLO Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 4,620 shares — an estimated $762K sold.

Coppell Advisory Solutions first reported a position in VLO in Q4 2023 and held it in 8 quarters. The position peaked at $794K in Q3 2025. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4,620 Valero Energy shares in Q1 2026, an estimated $762K.
  • Coppell Advisory Solutions first reported a position in Valero Energy in Q4 2023 and held it in 8 quarters.
  • Coppell Advisory Solutions's Valero Energy position peaked at $794K in Q3 2025.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.