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Forum Financial Management’s Valero Energy VLO Stock Holding History

Forum Financial 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 		– Sell
-5,817
Closed -$947K – 969
2025
Q4 		$947K Buy
5,817
+29
+0.5% +$4.91K 0.01% 260
2025
Q3 		$985K Sell
5,788
-5
-0.1% -$746 0.01% 243
2025
Q2 		$779K Sell
5,793
-68
-1% -$8.47K 0.01% 268
2025
Q1 		$774K Sell
5,861
-500
-8% -$66.3K 0.01% 251
2024
Q4 		$780K Buy
6,361
+152
+2% +$20.3K 0.01% 250
2024
Q3 		$838K Buy
6,209
+1
+0% +$145 0.01% 212
2024
Q2 		$973K Buy
6,208
+426
+7% +$68.7K 0.02% 182
2024
Q1 		$987K Buy
5,782
+80
+1% +$11.5K 0.02% 197
2023
Q4 		$741K Sell
5,702
-568
-9% -$72.3K 0.01% 204
2023
Q3 		$889K Hold
6,270
– – 0.02% 175
2023
Q2 		$735K Buy
6,270
+86
+1% +$9.99K 0.02% 207
2023
Q1 		$863K Buy
6,184
+4
+0.1% +$537 0.03% 159
2022
Q4 		$784K Sell
6,180
-27
-0.4% -$3.39K 0.03% 172
2022
Q3 		$663K Buy
6,207
+27
+0.4% +$2.97K 0.03% 169
2022
Q2 		$657K Buy
6,180
+225
+4% +$26.6K 0.03% 184
2022
Q1 		$604K Buy
5,955
+568
+11% +$49.3K 0.03% 208
2021
Q4 		$405K Buy
+5,387
New +$401K 0.02% 305

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Forum Financial Management's VLO Position: Q1 2026 in Review

Forum Financial Management sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 5,817 shares — an estimated $947K sold.

Forum Financial Management first reported a position in VLO in Q4 2021 and held it in 17 quarters. The position peaked at $987K in Q1 2024. 1,871 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Forum Financial Management reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,817 Valero Energy shares in Q1 2026, an estimated $947K.
  • Forum Financial Management first reported a position in Valero Energy in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Valero Energy position peaked at $987K in Q1 2024.
  • 1,871 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.