IAG Wealth Partners’s Valero Energy VLO Stock Holding History

IAG Wealth Partners’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	$23K	Hold	93	–	–	﹤0.01%	292
2025 Q4	$15.1K	Hold	93	–	–	﹤0.01%	318
2025 Q3	$15.8K	Hold	93	–	–	﹤0.01%	329
2025 Q2	$12.5K	Hold	93	–	–	﹤0.01%	323
2025 Q1	$12.3K	Hold	93	–	–	﹤0.01%	318
2024 Q4	$11.4K	Sell	93 -89	-49%	-$11.9K	﹤0.01%	328
2024 Q3	$24.6K	Sell	182 -42	-19%	-$6.1K	﹤0.01%	258
2024 Q2	$35.1K	Buy	224 +42	+23%	+$6.78K	0.01%	208
2024 Q1	$31.1K	Hold	182	–	–	0.01%	203
2023 Q4	$23.7K	Hold	182	–	–	0.01%	220
2023 Q3	$25.8K	Hold	182	–	–	0.01%	206
2023 Q2	$21.3K	Hold	182	–	–	0.01%	234
2023 Q1	$25.4K	Hold	182	–	–	0.01%	199
2022 Q4	$23.1K	Sell	182 -111	-38%	-$13.9K	0.01%	198
2022 Q3	$31K	Buy	+293	New	+$32.2K	0.01%	164

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IAG Wealth Partners's VLO Position: Q1 2026 in Review

IAG Wealth Partners held its Valero Energy (VLO) position steady in Q1 2026 at 93 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

IAG Wealth Partners first reported a position in VLO in Q3 2022 and has held it in 15 quarters since. The position peaked at $35.1K in Q2 2024. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

IAG Wealth Partners held 93 shares of Valero Energy worth $23K as of Q1 2026.
IAG Wealth Partners left its Valero Energy share count unchanged in Q1 2026.
Valero Energy made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #292 holding.
IAG Wealth Partners first reported a position in Valero Energy in Q3 2022 and has held it in 15 quarters since.
IAG Wealth Partners's Valero Energy position peaked at $35.1K in Q2 2024.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.