FDW
VLO icon

Fourth Dimension Wealth’s Valero Energy VLO Stock Holding History

Fourth Dimension 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 		$210K Sell
850
-1,101
-56% -$227K 0.08% 131
2025
Q4 		$318K Sell
1,951
-290
-13% -$49.1K 0.12% 100
2025
Q3 		$382K Buy
2,241
+1,541
+220% +$230K 0.15% 88
2025
Q2 		$94.1K Hold
700
– – 0.04% 176
2025
Q1 		$92.4K Hold
700
– – 0.04% 174
2024
Q4 		$85.8K Buy
+700
New +$93.7K 0.04% 168

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

Fourth Dimension Wealth's VLO Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its Valero Energy (VLO) stake by 56% in Q1 2026, selling an estimated $227K and leaving 850 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #131.

Fourth Dimension Wealth first reported a position in VLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $382K in Q3 2025. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Fourth Dimension Wealth held 850 shares of Valero Energy worth $210K as of Q1 2026.
  • Fourth Dimension Wealth sold 1,101 Valero Energy shares in Q1 2026, an estimated $227K.
  • Valero Energy made up 0.08% of Fourth Dimension Wealth's portfolio in Q1 2026, its #131 holding.
  • Fourth Dimension Wealth first reported a position in Valero Energy in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's Valero Energy position peaked at $382K in Q3 2025.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.