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Evernest Financial Advisors’s Valero Energy VLO Stock Holding History

Evernest Financial 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 		$1.19M Hold
5,000
– – 0.25% 61
2025
Q4 		$1.01M Hold
5,000
– – 0.21% 75
2025
Q3 		$851K Hold
5,000
– – 0.24% 83
2025
Q2 		$672K Hold
5,000
– – 0.22% 93
2025
Q1 		$660K Sell
5,000
-125
-2% -$16.6K 0.24% 90
2024
Q4 		$628K Buy
+5,125
New +$686K 0.16% 94

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

Evernest Financial Advisors's VLO Position: Q1 2026 in Review

Evernest Financial Advisors held its Valero Energy (VLO) position steady in Q1 2026 at 5,000 shares worth $1.19M. The position accounts for 0.25% of the portfolio, ranked #61.

Evernest Financial Advisors first reported a position in VLO in Q4 2024 and has held it in 6 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Evernest Financial Advisors held 5,000 shares of Valero Energy worth $1.19M as of Q1 2026.
  • Evernest Financial Advisors left its Valero Energy share count unchanged in Q1 2026.
  • Valero Energy made up 0.25% of Evernest Financial Advisors's portfolio in Q1 2026, its #61 holding.
  • Evernest Financial Advisors first reported a position in Valero Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.