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GeoWealth Management’s Valero Energy VLO Stock Holding History

GeoWealth 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 		$1.62M Buy
6,556
+5,200
+383% +$1.07M 0.06% 191
2025
Q4 		$221K Buy
1,356
+23
+2% +$3.9K 0.01% 644
2025
Q3 		$227K Sell
1,333
-13
-1% -$1.94K 0.01% 661
2025
Q2 		$181K Sell
1,346
-15
-1% -$1.87K 0.01% 690
2025
Q1 		$180K Sell
1,361
-159
-10% -$21.1K 0.01% 683
2024
Q4 		$186K Sell
1,520
-349
-19% -$46.7K 0.01% 793
2024
Q3 		$252K Sell
1,869
-27
-1% -$3.92K 0.01% 648
2024
Q2 		$297K Buy
1,896
+715
+61% +$115K 0.01% 579
2024
Q1 		$202K Buy
1,181
+258
+28% +$37K 0.01% 688
2023
Q4 		$121K Sell
923
-7,760
-89% -$987K 0.01% 568
2023
Q3 		$1.23M Buy
8,683
+7,631
+725% +$1,000K 0.14% 127
2023
Q2 		$123K Buy
1,052
+119
+13% +$13.8K 0.01% 273
2023
Q1 		$131K Buy
+933
New +$125K 0.02% 230

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

GeoWealth Management's VLO Position: Q1 2026 in Review

GeoWealth Management increased its Valero Energy (VLO) stake by 383% in Q1 2026, buying an estimated $1.07M and bringing the position to 6,556 shares worth $1.62M. The position accounts for 0.06% of the portfolio, ranked #191.

GeoWealth Management first reported a position in VLO in Q1 2023 and has held it in 13 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • GeoWealth Management held 6,556 shares of Valero Energy worth $1.62M as of Q1 2026.
  • GeoWealth Management bought 5,200 Valero Energy shares in Q1 2026, an estimated $1.07M.
  • Valero Energy made up 0.06% of GeoWealth Management's portfolio in Q1 2026, its #191 holding.
  • GeoWealth Management first reported a position in Valero Energy in Q1 2023 and has held it in 13 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.