GB
VLO icon

Goepper Burkhardt’s Valero Energy VLO Stock Holding History

Goepper Burkhardt’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 		$445K Hold
1,800
– – 0.15% 65
2025
Q4 		$293K Hold
1,800
– – 0.1% 82
2025
Q3 		$306K Hold
1,800
– – 0.1% 78
2025
Q2 		$242K Hold
1,800
– – 0.09% 89
2025
Q1 		$238K Hold
1,800
– – 0.1% 87
2024
Q4 		$221K Hold
1,800
– – 0.09% 79
2024
Q3 		$243K Hold
1,800
– – 0.1% 73
2024
Q2 		$282K Hold
1,800
– – 0.13% 66
2024
Q1 		$281K Hold
1,800
– – 0.13% 66
2023
Q4 		$258K Hold
1,800
– – 0.13% 66
2023
Q3 		$255K Hold
1,800
– – 0.16% 55
2023
Q2 		$211K Hold
1,800
– – 0.13% 65
2023
Q1 		$251K Hold
1,800
– – 0.16% 60
2022
Q4 		$228K Buy
+1,800
New +$226K 0.16% 55

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

Goepper Burkhardt's VLO Position: Q1 2026 in Review

Goepper Burkhardt held its Valero Energy (VLO) position steady in Q1 2026 at 1,800 shares worth $445K. The position accounts for 0.15% of the portfolio, ranked #65.

Goepper Burkhardt first reported a position in VLO in Q4 2022 and has held it in 14 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Goepper Burkhardt held 1,800 shares of Valero Energy worth $445K as of Q1 2026.
  • Goepper Burkhardt left its Valero Energy share count unchanged in Q1 2026.
  • Valero Energy made up 0.15% of Goepper Burkhardt's portfolio in Q1 2026, its #65 holding.
  • Goepper Burkhardt first reported a position in Valero Energy in Q4 2022 and has held it in 14 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.