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Glass Jacobson Investment Advisors’s Valero Energy VLO Stock Holding History

Glass Jacobson Investment Advisors’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
-28
Closed -$4.56K – 622
2025
Q4 		$4.56K Hold
28
– – ﹤0.01% 500
2025
Q3 		$4.77K Hold
28
– – ﹤0.01% 492
2025
Q2 		$3.76K Sell
28
-329
-92% -$41K ﹤0.01% 487
2025
Q1 		$43.8K Hold
357
– – 0.01% 391
2024
Q4 		$43.8K Buy
357
+28
+9% +$3.75K 0.01% 391
2024
Q3 		$44.4K Hold
329
– – 0.01% 373
2024
Q2 		$51.6K Hold
329
– – 0.02% 338
2024
Q1 		$56.2K Hold
329
– – 0.02% 335
2023
Q4 		$42.8K Hold
329
– – 0.02% 346
2023
Q3 		$46.6K Hold
329
– – 0.02% 333
2023
Q2 		$38.6K Buy
+329
New +$38.2K 0.02% 353
2022
Q4 		$114K Buy
+899
New +$113K 0.06% 251

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Glass Jacobson Investment Advisors's VLO Position: Q1 2026 in Review

Glass Jacobson Investment Advisors sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 28 shares — an estimated $4.56K sold.

Glass Jacobson Investment Advisors first reported a position in VLO in Q4 2022 and held it in 12 quarters. The position peaked at $114K in Q4 2022. 1,867 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Glass Jacobson Investment Advisors reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 28 Valero Energy shares in Q1 2026, an estimated $4.56K.
  • Glass Jacobson Investment Advisors first reported a position in Valero Energy in Q4 2022 and held it in 12 quarters.
  • Glass Jacobson Investment Advisors's Valero Energy position peaked at $114K in Q4 2022.
  • 1,867 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.