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Flagship Wealth Advisors’s Valero Energy VLO Stock Holding History

Flagship 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 		$67.1K Hold
499
– – 0.03% 171
2025
Q4 		$81.2K Hold
499
– – 0.02% 182
2025
Q3 		$85K Hold
499
– – 0.03% 178
2025
Q2 		$67.1K Hold
499
– – 0.03% 183
2025
Q1 		$65.9K Hold
499
– – 0.03% 183
2024
Q4 		$61.2K Buy
+499
New +$66.8K 0.04% 171

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

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

Flagship Wealth Advisors held its Valero Energy (VLO) position steady in Q1 2026 at 499 shares worth $67.1K. The position accounts for 0.03% of the portfolio, ranked #171.

Flagship Wealth Advisors first reported a position in VLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $85K in Q3 2025. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Flagship Wealth Advisors held 499 shares of Valero Energy worth $67.1K as of Q1 2026.
  • Flagship Wealth Advisors left its Valero Energy share count unchanged in Q1 2026.
  • Valero Energy made up 0.03% of Flagship Wealth Advisors's portfolio in Q1 2026, its #171 holding.
  • Flagship Wealth Advisors first reported a position in Valero Energy in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Valero Energy position peaked at $85K in Q3 2025.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.