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Guardian Wealth Advisors (North Carolina)’s Valero Energy VLO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$213K Sell
861
-1,063
-55% -$219K 0.01% 343
2025
Q4 		$313K Buy
1,924
+3
+0.2% +$508 0.02% 289
2025
Q3 		$327K Buy
1,921
+138
+8% +$20.6K 0.02% 276
2025
Q2 		$240K Sell
1,783
-297
-14% -$37K 0.02% 301
2025
Q1 		$275K Buy
2,080
+101
+5% +$13.4K 0.02% 263
2024
Q4 		$243K Buy
1,979
+173
+10% +$23.1K 0.02% 283
2024
Q3 		$244K Sell
1,806
-31
-2% -$4.5K 0.03% 242
2024
Q2 		$288K Sell
1,837
-3
-0.2% -$484 0.03% 209
2024
Q1 		$314K Buy
1,840
+56
+3% +$8.02K 0.04% 203
2023
Q4 		$232K Sell
1,784
-111
-6% -$14.1K 0.04% 224
2023
Q3 		$269K Buy
1,895
+136
+8% +$17.8K 0.05% 193
2023
Q2 		$206K Buy
1,759
+94
+6% +$10.9K 0.04% 225
2023
Q1 		$232K Buy
+1,665
New +$224K 0.04% 194

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

Guardian Wealth Advisors (North Carolina)'s VLO Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Valero Energy (VLO) stake by 55% in Q1 2026, selling an estimated $219K and leaving 861 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #343.

Guardian Wealth Advisors (North Carolina) first reported a position in VLO in Q1 2023 and has held it in 13 quarters since. The position peaked at $327K in Q3 2025. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 861 shares of Valero Energy worth $213K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 1,063 Valero Energy shares in Q1 2026, an estimated $219K.
  • Valero Energy made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #343 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Valero Energy in Q1 2023 and has held it in 13 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Valero Energy position peaked at $327K in Q3 2025.
  • 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.