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HBK Sorce Advisory’s Valero Energy VLO Stock Holding History

HBK Sorce Advisory’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 		$884K Sell
3,668
-120
-3% -$24.7K 0.02% 262
2025
Q4 		$768K Buy
3,788
+53
+1% +$8.98K 0.02% 281
2025
Q3 		$601K Buy
3,735
+47
+1% +$7.01K 0.02% 313
2025
Q2 		$496K Buy
3,688
+190
+5% +$23.7K 0.01% 342
2025
Q1 		$462K Buy
3,498
+83
+2% +$11K 0.01% 356
2024
Q4 		$419K Buy
3,415
+624
+22% +$83.5K 0.01% 377
2024
Q3 		$377K Sell
2,791
-76
-3% -$11K 0.01% 408
2024
Q2 		$449K Buy
2,867
+424
+17% +$68.4K 0.02% 348
2024
Q1 		$417K Buy
+2,443
New +$350K 0.01% 382
2023
Q4 		– Sell
-1,415
Closed -$200K – 602
2023
Q3 		$200K Buy
+1,415
New +$185K 0.01% 515
2023
Q1 		– Sell
-2,482
Closed -$315K – 816
2022
Q4 		$315K Buy
+2,482
New +$312K 0.01% 544
2020
Q1 		– Sell
-2,906
Closed -$272K – 459
2019
Q4 		$272K Buy
2,906
+56
+2% +$5.29K 0.02% 362
2019
Q3 		$243K Buy
+2,850
New +$230K 0.02% 361
2018
Q4 		– Sell
-2,007
Closed -$228K – 419
2018
Q3 		$228K Buy
+2,007
New +$228K 0.03% 353
2018
Q1 		– Sell
-2,187
Closed -$201K – 408
2017
Q4 		$201K Buy
+2,187
New +$180K 0.02% 370

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

HBK Sorce Advisory's VLO Position: Q1 2026 in Review

HBK Sorce Advisory reduced its Valero Energy (VLO) stake by 3.2% in Q1 2026, selling an estimated $24.7K and leaving 3,668 shares worth $884K. The position accounts for 0.02% of the portfolio, ranked #262.

HBK Sorce Advisory first reported a position in VLO in Q4 2017 and has held it in 15 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • HBK Sorce Advisory held 3,668 shares of Valero Energy worth $884K as of Q1 2026.
  • HBK Sorce Advisory sold 120 Valero Energy shares in Q1 2026, an estimated $24.7K.
  • Valero Energy made up 0.02% of HBK Sorce Advisory's portfolio in Q1 2026, its #262 holding.
  • HBK Sorce Advisory first reported a position in Valero Energy in Q4 2017 and has held it in 15 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.