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EP Wealth Advisors’s Valero Energy VLO Stock Holding History

EP Wealth 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 		$55.5M Sell
224,571
-1,642
-0.7% -$339K 0.27% 62
2025
Q4 		$36.8M Buy
+226,213
New +$38.3M 0.19% 82
2025
Q2 		$27.3M Buy
203,092
+10,005
+5% +$1.25M 0.18% 97
2025
Q1 		$25.5M Buy
193,087
+7,002
+4% +$929K 0.2% 89
2024
Q4 		$22.8M Buy
186,085
+4,365
+2% +$584K 0.19% 96
2024
Q3 		$24.5M Buy
181,720
+10,197
+6% +$1.48M 0.21% 93
2024
Q2 		$26.9M Sell
171,523
-2,513
-1% -$406K 0.29% 77
2024
Q1 		$29.7M Sell
174,036
-147,765
-46% -$21.2M 0.35% 72
2023
Q4 		$41.8M Buy
321,801
+3,762
+1% +$479K 0.53% 51
2023
Q3 		$45.1M Buy
318,039
+128,398
+68% +$16.8M 0.7% 34
2023
Q2 		$37.5M Sell
189,641
-1,280,784
-87% -$149M 0.54% 43
2023
Q1 		$108M Buy
1,470,425
+1,151,119
+361% +$155M 1.86% 8
2022
Q4 		$40.5M Sell
319,306
-19,721
-6% -$2.48M 0.73% 38
2022
Q3 		$36.2M Sell
339,027
-14,901
-4% -$1.64M 0.82% 31
2022
Q2 		$37.6M Sell
353,928
-32,781
-8% -$3.88M 0.85% 31
2022
Q1 		$39.3M Buy
386,709
+4,977
+1% +$432K 0.86% 27
2021
Q4 		$28.7M Buy
381,732
+14,293
+4% +$1.06M 0.68% 38
2021
Q3 		$25.9M Buy
367,439
+40,080
+12% +$2.67M 0.71% 38
2021
Q2 		$25.6M Buy
327,359
+11,548
+4% +$894K 0.71% 38
2021
Q1 		$22.6M Buy
315,811
+18,385
+6% +$1.25M 0.72% 37
2020
Q4 		$16.8M Buy
297,426
+34,498
+13% +$1.69M 0.59% 40
2020
Q3 		$11.4M Buy
262,928
+37,629
+17% +$1.97M 0.49% 45
2020
Q2 		$13.3M Buy
225,299
+87,719
+64% +$5.24M 0.57% 42
2020
Q1 		$6.24M Buy
137,580
+129,461
+1,595% +$9.4M 0.31% 59
2019
Q4 		$760K Sell
8,119
-1,304
-14% -$123K 0.03% 222
2019
Q3 		$803K Sell
9,423
-1,331
-12% -$108K 0.04% 186
2019
Q2 		$921K Buy
+10,754
New +$888K 0.06% 141
2019
Q1 		– Sell
-11,190
Closed -$839K – 276
2018
Q4 		$839K Buy
11,190
+5,353
+92% +$470K 0.06% 134
2018
Q3 		$664K Buy
+5,837
New +$663K 0.05% 156

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

EP Wealth Advisors's VLO Position: Q1 2026 in Review

EP Wealth Advisors reduced its Valero Energy (VLO) stake by 0.73% in Q1 2026, selling an estimated $339K and leaving 224,571 shares worth $55.5M. The position accounts for 0.27% of the portfolio, ranked #62.

EP Wealth Advisors first reported a position in VLO in Q3 2018 and has held it in 29 quarters since. The position peaked at $108M in Q1 2023. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • EP Wealth Advisors held 224,571 shares of Valero Energy worth $55.5M as of Q1 2026.
  • EP Wealth Advisors sold 1,642 Valero Energy shares in Q1 2026, an estimated $339K.
  • Valero Energy made up 0.27% of EP Wealth Advisors's portfolio in Q1 2026, its #62 holding.
  • EP Wealth Advisors first reported a position in Valero Energy in Q3 2018 and has held it in 29 quarters since.
  • EP Wealth Advisors's Valero Energy position peaked at $108M in Q1 2023.
  • 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.