Forvis Mazars Wealth Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.95M | Sell |
32,182
-446
| -1% | -$91.9K | 0.15% | 68 |
|
|
2025
Q4 | $5.31M | Sell |
32,628
-456
| -1% | -$77.3K | 0.1% | 93 |
|
|
2025
Q3 | $5.63M | Buy |
33,084
+855
| +3% | +$128K | 0.11% | 86 |
|
|
2025
Q2 | $4.33M | Buy |
32,229
+2,116
| +7% | +$264K | 0.09% | 96 |
|
|
2025
Q1 | $3.98M | Sell |
30,113
-1,121
| -4% | -$149K | 0.1% | 102 |
|
|
2024
Q4 | $3.83M | Sell |
31,234
-277
| -0.9% | -$37.1K | 0.09% | 103 |
|
|
2024
Q3 | $4.25M | Sell |
31,511
-451
| -1% | -$65.5K | 0.1% | 106 |
|
|
2024
Q2 | $5.01M | Buy |
31,962
+197
| +0.6% | +$31.8K | 0.13% | 88 |
|
|
2024
Q1 | $5.42M | Buy |
31,765
+669
| +2% | +$95.9K | 0.14% | 84 |
|
|
2023
Q4 | $4.04M | Buy |
31,096
+3,080
| +11% | +$392K | 0.11% | 99 |
|
|
2023
Q3 | $3.97M | Sell |
28,016
-7,666
| -21% | -$1M | 0.12% | 100 |
|
|
2023
Q2 | $4.19M | Buy |
35,682
+7,551
| +27% | +$878K | 0.12% | 109 |
|
|
2023
Q1 | $3.93M | Buy |
28,131
+1,288
| +5% | +$173K | 0.13% | 99 |
|
|
2022
Q4 | $3.41M | Buy |
26,843
+370
| +1% | +$46.4K | 0.12% | 102 |
|
|
2022
Q3 | $2.83M | Buy |
26,473
+516
| +2% | +$56.8K | 0.11% | 111 |
|
|
2022
Q2 | $2.76M | Sell |
25,957
-707
| -3% | -$83.7K | 0.11% | 102 |
|
|
2022
Q1 | $2.71M | Buy |
26,664
+1,694
| +7% | +$147K | 0.11% | 94 |
|
|
2021
Q4 | $1.88M | Buy |
24,970
+657
| +3% | +$48.9K | 0.08% | 105 |
|
|
2021
Q3 | $1.72M | Buy |
24,313
+1,018
| +4% | +$67.8K | 0.08% | 106 |
|
|
2021
Q2 | $1.82M | Sell |
23,295
-1,361
| -6% | -$105K | 0.08% | 98 |
|
|
2021
Q1 | $1.76M | Sell |
24,656
-6,008
| -20% | -$408K | 0.09% | 102 |
|
|
2020
Q4 | $1.74M | Buy |
30,664
+2,717
| +10% | +$133K | 0.09% | 107 |
|
|
2020
Q3 | $1.21M | Buy |
27,947
+3,218
| +13% | +$169K | 0.07% | 119 |
|
|
2020
Q2 | $1.46M | Buy |
24,729
+5,364
| +28% | +$320K | 0.09% | 109 |
|
|
2020
Q1 | $878K | Buy |
19,365
+17,194
| +792% | +$1.25M | 0.07% | 120 |
|
|
2019
Q4 | $203K | Buy |
+2,171
| New | +$205K | 0.01% | 281 |
|
|
2019
Q1 | – | Sell |
-3,830
| Closed | -$287K | – | 256 |
|
|
2018
Q4 | $287K | Sell |
3,830
-495
| -11% | -$43.5K | 0.03% | 183 |
|
|
2018
Q3 | $492K | Sell |
4,325
-910
| -17% | -$103K | 0.04% | 149 |
|
|
2018
Q2 | $580K | Sell |
5,235
-927
| -15% | -$104K | 0.06% | 129 |
|
|
2018
Q1 | $572K | Sell |
6,162
-930
| -13% | -$86.8K | 0.06% | 126 |
|
|
2017
Q4 | $652K | Buy |
7,092
+541
| +8% | +$44.6K | 0.07% | 123 |
|
|
2017
Q3 | $504K | Buy |
6,551
+9
| +0.1% | +$620 | 0.06% | 137 |
|
|
2017
Q2 | $441K | Buy |
6,542
+24
| +0.4% | +$1.56K | 0.05% | 146 |
|
|
2017
Q1 | $432K | Buy |
6,518
+3,593
| +123% | +$240K | 0.05% | 138 |
|
|
2016
Q4 | $200K | Buy |
+2,925
| New | +$180K | 0.03% | 200 |
|
|
2014
Q1 | – | Sell |
-4,001
| Closed | -$202K | – | 156 |
|
|
2013
Q4 | $202K | Buy |
+4,001
| New | +$169K | 0.04% | 149 |
|
Other funds holding VLO
VCM
VPM
Forvis Mazars Wealth Advisors's VLO Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors reduced its Valero Energy (VLO) stake by 1.4% in Q1 2026, selling an estimated $91.9K and leaving 32,182 shares worth $7.95M. The position accounts for 0.15% of the portfolio, ranked #68.
Forvis Mazars Wealth Advisors first reported a position in VLO in Q4 2013 and has held it in 36 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.
- Forvis Mazars Wealth Advisors held 32,182 shares of Valero Energy worth $7.95M as of Q1 2026.
- Forvis Mazars Wealth Advisors sold 446 Valero Energy shares in Q1 2026, an estimated $91.9K.
- Valero Energy made up 0.15% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #68 holding.
- Forvis Mazars Wealth Advisors first reported a position in Valero Energy in Q4 2013 and has held it in 36 quarters since.
- 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.