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Daymark Wealth Partners’s Valero Energy VLO Stock Holding History

Daymark Wealth Partners’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 		$2.39M Buy
9,690
+330
+4% +$68K 0.08% 183
2025
Q4 		$1.52M Buy
9,360
+1,394
+17% +$236K 0.05% 227
2025
Q3 		$1.36M Buy
7,966
+448
+6% +$66.8K 0.05% 243
2025
Q2 		$1.01M Buy
7,518
+148
+2% +$18.4K 0.04% 263
2025
Q1 		$973K Hold
7,370
– – 0.04% 245
2024
Q4 		$903K Hold
7,370
– – 0.04% 250
2024
Q3 		$995K Sell
7,370
-1,284
-15% -$186K 0.04% 246
2024
Q2 		$1.36M Sell
8,654
-3
-0% -$484 0.06% 199
2024
Q1 		$1.48M Buy
8,657
+51
+0.6% +$7.31K 0.08% 155
2023
Q4 		$1.12M Sell
8,606
-79
-0.9% -$10.1K 0.07% 176
2023
Q3 		$1.23M Hold
8,685
– – 0.08% 154
2023
Q2 		$1.02M Buy
8,685
+2,593
+43% +$301K 0.08% 167
2023
Q1 		$850K Buy
6,092
+292
+5% +$39.2K 0.11% 144
2022
Q4 		$736K Buy
+5,800
New +$728K 0.13% 119

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

Daymark Wealth Partners's VLO Position: Q1 2026 in Review

Daymark Wealth Partners increased its Valero Energy (VLO) stake by 3.5% in Q1 2026, buying an estimated $68K and bringing the position to 9,690 shares worth $2.39M. The position accounts for 0.08% of the portfolio, ranked #183.

Daymark Wealth Partners first reported a position in VLO in Q4 2022 and has held it in 14 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Daymark Wealth Partners held 9,690 shares of Valero Energy worth $2.39M as of Q1 2026.
  • Daymark Wealth Partners bought 330 Valero Energy shares in Q1 2026, an estimated $68K.
  • Valero Energy made up 0.08% of Daymark Wealth Partners's portfolio in Q1 2026, its #183 holding.
  • Daymark Wealth Partners first reported a position in Valero Energy in Q4 2022 and has held it in 14 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.