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High Note Wealth’s Valero Energy VLO Stock Holding History

High Note Wealth’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 		$15.6K Buy
63
+48
+320% +$9.89K ﹤0.01% 306
2025
Q4 		$2.44K Buy
15
+13
+650% +$2.2K ﹤0.01% 707
2025
Q3 		$341 Buy
2
+1
+100% +$149 ﹤0.01% 784
2025
Q2 		$134 Hold
1
– – ﹤0.01% 856
2025
Q1 		$132 Buy
+1
New +$133 ﹤0.01% 847

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

High Note Wealth's VLO Position: Q1 2026 in Review

High Note Wealth increased its Valero Energy (VLO) stake by 320% in Q1 2026, buying an estimated $9.89K and bringing the position to 63 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

High Note Wealth first reported a position in VLO in Q1 2025 and has held it in 5 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • High Note Wealth held 63 shares of Valero Energy worth $15.6K as of Q1 2026.
  • High Note Wealth bought 48 Valero Energy shares in Q1 2026, an estimated $9.89K.
  • Valero Energy made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #306 holding.
  • High Note Wealth first reported a position in Valero Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.