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Evolution Wealth Management’s Valero Energy VLO Stock Holding History

Evolution Wealth Management’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 		$40.3K Hold
163
– – 0.03% 306
2025
Q4 		$26.5K Buy
163
+39
+31% +$6.61K 0.02% 323
2025
Q3 		$21.1K Sell
124
-198
-61% -$29.5K 0.02% 297
2025
Q2 		$43.2K Buy
+322
New +$40.1K 0.05% 199

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

Evolution Wealth Management's VLO Position: Q1 2026 in Review

Evolution Wealth Management held its Valero Energy (VLO) position steady in Q1 2026 at 163 shares worth $40.3K. The position accounts for 0.03% of the portfolio, ranked #306.

Evolution Wealth Management first reported a position in VLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $43.2K in Q2 2025. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Evolution Wealth Management held 163 shares of Valero Energy worth $40.3K as of Q1 2026.
  • Evolution Wealth Management left its Valero Energy share count unchanged in Q1 2026.
  • Valero Energy made up 0.03% of Evolution Wealth Management's portfolio in Q1 2026, its #306 holding.
  • Evolution Wealth Management first reported a position in Valero Energy in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Valero Energy position peaked at $43.2K in Q2 2025.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.