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EverSource Wealth Advisors’s Valero Energy VLO Stock Holding History

EverSource 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 		$2.87M Buy
11,612
+3,840
+49% +$792K 0.09% 171
2025
Q4 		$1.27M Sell
7,772
-116
-1% -$19.7K 0.05% 282
2025
Q3 		$1.34M Sell
7,888
-417
-5% -$62.2K 0.05% 244
2025
Q2 		$1.12M Buy
8,305
+1,411
+20% +$176K 0.05% 251
2025
Q1 		$910K Buy
6,894
+598
+9% +$79.3K 0.05% 264
2024
Q4 		$772K Buy
6,296
+210
+3% +$28.1K 0.04% 283
2024
Q3 		$822K Buy
6,086
+148
+2% +$21.5K 0.05% 247
2024
Q2 		$960K Buy
5,938
+1,265
+27% +$204K 0.06% 218
2024
Q1 		$747K Sell
4,673
-68
-1% -$9.74K 0.06% 220
2023
Q4 		$616K Sell
4,741
-48
-1% -$6.11K 0.06% 223
2023
Q3 		$679K Sell
4,789
-229
-5% -$30K 0.07% 194
2023
Q2 		$589K Buy
5,018
+318
+7% +$37K 0.06% 215
2023
Q1 		$656K Buy
4,700
+9
+0.2% +$1.21K 0.08% 186
2022
Q4 		$595K Sell
4,691
-952
-17% -$120K 0.09% 177
2022
Q3 		$603K Buy
5,643
+4,837
+600% +$532K 0.14% 145
2022
Q2 		$85K Buy
806
+421
+109% +$49.8K 0.02% 424
2022
Q1 		$40K Buy
385
+25
+7% +$2.17K 0.01% 508
2021
Q4 		$27K Buy
+360
New +$26.8K 0.01% 574

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

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

EverSource Wealth Advisors increased its Valero Energy (VLO) stake by 49% in Q1 2026, buying an estimated $792K and bringing the position to 11,612 shares worth $2.87M. The position accounts for 0.09% of the portfolio, ranked #171.

EverSource Wealth Advisors first reported a position in VLO in Q4 2021 and has held it in 18 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • EverSource Wealth Advisors held 11,612 shares of Valero Energy worth $2.87M as of Q1 2026.
  • EverSource Wealth Advisors bought 3,840 Valero Energy shares in Q1 2026, an estimated $792K.
  • Valero Energy made up 0.09% of EverSource Wealth Advisors's portfolio in Q1 2026, its #171 holding.
  • EverSource Wealth Advisors first reported a position in Valero Energy in Q4 2021 and has held it in 18 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

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