EW
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Evoke Wealth’s Valero Energy VLO Stock Holding History

Evoke Wealth’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 		$1.24M Sell
5,037
-140
-3% -$28.9K 0.02% 243
2025
Q4 		$843K Sell
5,177
-896
-15% -$152K 0.02% 298
2025
Q3 		$1.03M Buy
6,073
+404
+7% +$60.3K 0.02% 250
2025
Q2 		$762K Buy
5,669
+1,172
+26% +$146K 0.02% 270
2025
Q1 		$594K Buy
4,497
+228
+5% +$30.3K 0.02% 253
2024
Q4 		$523K Sell
4,269
-158
-4% -$21.1K 0.01% 260
2024
Q3 		$598K Buy
+4,427
New +$643K 0.02% 233
2024
Q2 		– Sell
-3,870
Closed -$661K – 380
2024
Q1 		$661K Buy
+3,870
New +$554K 0.02% 213
2023
Q4 		– Sell
-3,786
Closed -$537K – 349
2023
Q3 		$537K Sell
3,786
-42
-1% -$5.5K 0.02% 229
2023
Q2 		$449K Buy
3,828
+406
+12% +$47.2K 0.02% 232
2023
Q1 		$478K Buy
3,422
+40
+1% +$5.37K 0.02% 219
2022
Q4 		$429K Sell
3,382
-41
-1% -$5.15K 0.02% 231
2022
Q3 		$366K Sell
3,423
-394
-10% -$43.4K 0.01% 242
2022
Q2 		$406K Buy
3,817
+398
+12% +$47.1K 0.02% 242
2022
Q1 		$347K Buy
3,419
+1
+0% +$87 0.01% 269
2021
Q4 		$257K Buy
3,418
+43
+1% +$3.2K 0.01% 332
2021
Q3 		$238K Buy
3,375
+2,125
+170% +$141K 0.01% 316
2021
Q2 		$98K Hold
1,250
– – ﹤0.01% 443
2021
Q1 		$90K Hold
1,250
– – ﹤0.01% 388
2020
Q4 		$71K Buy
1,250
+1,096
+712% +$53.8K ﹤0.01% 329
2020
Q3 		$7K Sell
154
-1
-0.6% -$52 ﹤0.01% 613
2020
Q2 		$9K Sell
155
-320
-67% -$19.1K ﹤0.01% 572
2020
Q1 		$21.6K Sell
475
-180
-27% -$13.1K ﹤0.01% 426
2019
Q4 		$61.4K Sell
655
-11,218
-94% -$1.06M 0.01% 377
2019
Q3 		$1.01M Buy
+11,873
New +$960K 0.12% 90

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

Evoke Wealth's VLO Position: Q1 2026 in Review

Evoke Wealth reduced its Valero Energy (VLO) stake by 2.7% in Q1 2026, selling an estimated $28.9K and leaving 5,037 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #243.

Evoke Wealth first reported a position in VLO in Q3 2019 and has held it in 25 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Evoke Wealth held 5,037 shares of Valero Energy worth $1.24M as of Q1 2026.
  • Evoke Wealth sold 140 Valero Energy shares in Q1 2026, an estimated $28.9K.
  • Valero Energy made up 0.02% of Evoke Wealth's portfolio in Q1 2026, its #243 holding.
  • Evoke Wealth first reported a position in Valero Energy in Q3 2019 and has held it in 25 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.