Focus Partners Wealth
VLO icon

Focus Partners Wealth’s Valero Energy VLO Stock Holding History

Focus Partners 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 		$55M Buy
222,521
+2,568
+1% +$529K 0.06% 272
2025
Q4 		$35.9M Buy
219,953
+174,598
+385% +$29.6M 0.04% 352
2025
Q3 		$7.72M Buy
45,355
+798
+2% +$119K 0.01% 632
2025
Q2 		$5.99M Sell
44,557
-2,297
-5% -$286K 0.01% 625
2025
Q1 		$6.19M Buy
46,854
+12,415
+36% +$1.65M 0.02% 572
2024
Q4 		$4.22M Buy
34,439
+14,155
+70% +$1.89M 0.01% 659
2024
Q3 		$2.73M Sell
20,284
-5,528
-21% -$803K 0.01% 701
2024
Q2 		$4.05M Buy
25,812
+2,831
+12% +$457K 0.01% 533
2024
Q1 		$3.92M Buy
22,981
+12,777
+125% +$1.83M 0.03% 369
2023
Q4 		$1.33M Buy
+10,204
New +$1.3M 0.02% 406

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

Focus Partners Wealth's VLO Position: Q1 2026 in Review

Focus Partners Wealth increased its Valero Energy (VLO) stake by 1.2% in Q1 2026, buying an estimated $529K and bringing the position to 222,521 shares worth $55M. The position accounts for 0.06% of the portfolio, ranked #272.

Focus Partners Wealth first reported a position in VLO in Q4 2023 and has held it in 10 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Focus Partners Wealth held 222,521 shares of Valero Energy worth $55M as of Q1 2026.
  • Focus Partners Wealth bought 2,568 Valero Energy shares in Q1 2026, an estimated $529K.
  • Valero Energy made up 0.06% of Focus Partners Wealth's portfolio in Q1 2026, its #272 holding.
  • Focus Partners Wealth first reported a position in Valero Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

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