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Cornerstone Wealth Management’s Valero Energy VLO Stock Holding History

Cornerstone Wealth Management’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 		$890K Sell
3,602
-656
-15% -$135K 0.04% 331
2025
Q4 		$693K Sell
4,258
-187
-4% -$31.7K 0.04% 353
2025
Q3 		$757K Buy
4,445
+445
+11% +$66.4K 0.04% 332
2025
Q2 		$538K Buy
4,000
+12
+0.3% +$1.5K 0.03% 381
2025
Q1 		$527K Buy
3,988
+2
+0.1% +$265 0.04% 352
2024
Q4 		$489K Sell
3,986
-206
-5% -$27.6K 0.03% 358
2024
Q3 		$566K Buy
4,192
+63
+2% +$9.15K 0.04% 328
2024
Q2 		$647K Buy
4,129
+217
+6% +$35K 0.05% 275
2024
Q1 		$668K Sell
3,912
-1,346
-26% -$193K 0.05% 275
2023
Q4 		$684K Buy
5,258
+1,130
+27% +$144K 0.06% 257
2023
Q3 		$585K Buy
4,128
+228
+6% +$29.9K 0.06% 263
2023
Q2 		$457K Buy
3,900
+983
+34% +$114K 0.04% 323
2023
Q1 		$407K Buy
+2,917
New +$392K 0.04% 319
2022
Q3 		$278K Buy
2,600
+309
+13% +$34K 0.03% 361
2022
Q2 		$243K Buy
2,291
+84
+4% +$9.94K 0.03% 392
2022
Q1 		$224K Sell
2,207
-1,170
-35% -$101K 0.02% 430
2021
Q4 		$253K Buy
3,377
+277
+9% +$20.6K 0.02% 436
2021
Q3 		$219K Buy
3,100
+361
+13% +$24K 0.02% 416
2021
Q2 		$214K Buy
+2,739
New +$212K 0.02% 440
2019
Q2 		– Sell
-1,556
Closed -$357K – 507
2019
Q1 		$357K Buy
+1,556
New +$129K 0.04% 341
2018
Q4 		– Sell
-145,439
Closed -$1.89M – 1127
2018
Q3 		$1.89M Sell
145,439
-181,759
-56% -$20.6M 0.02% 517
2018
Q2 		$3M Buy
327,198
+324,519
+12,113% +$36.4M 0.03% 425
2018
Q1 		$246K Buy
+2,679
New +$250K 0.05% 329
2017
Q1 		– Sell
-4,609
Closed -$324K – 355
2016
Q4 		$324K Sell
4,609
-1,254
-21% -$77.2K 0.1% 190
2016
Q3 		$315K Buy
+5,863
New +$313K 0.12% 177

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

Cornerstone Wealth Management's VLO Position: Q1 2026 in Review

Cornerstone Wealth Management reduced its Valero Energy (VLO) stake by 15% in Q1 2026, selling an estimated $135K and leaving 3,602 shares worth $890K. The position accounts for 0.04% of the portfolio, ranked #331.

Cornerstone Wealth Management first reported a position in VLO in Q3 2016 and has held it in 25 quarters since. The position peaked at $3M in Q2 2018. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Cornerstone Wealth Management held 3,602 shares of Valero Energy worth $890K as of Q1 2026.
  • Cornerstone Wealth Management sold 656 Valero Energy shares in Q1 2026, an estimated $135K.
  • Valero Energy made up 0.04% of Cornerstone Wealth Management's portfolio in Q1 2026, its #331 holding.
  • Cornerstone Wealth Management first reported a position in Valero Energy in Q3 2016 and has held it in 25 quarters since.
  • Cornerstone Wealth Management's Valero Energy position peaked at $3M in Q2 2018.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.