IHT Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.66M | Buy |
6,711
+27
| +0.4% | +$5.57K | 0.04% | 430 |
|
|
2025
Q4 | $1.09M | Buy |
6,684
+310
| +5% | +$52.5K | 0.03% | 519 |
|
|
2025
Q3 | $1.09M | Buy |
6,374
+109
| +2% | +$16.3K | 0.03% | 504 |
|
|
2025
Q2 | $842K | Sell |
6,265
-342
| -5% | -$42.6K | 0.02% | 545 |
|
|
2025
Q1 | $873K | Buy |
6,607
+108
| +2% | +$14.3K | 0.03% | 506 |
|
|
2024
Q4 | $797K | Sell |
6,499
-1,200
| -16% | -$161K | 0.03% | 526 |
|
|
2024
Q3 | $1.04M | Buy |
7,699
+453
| +6% | +$65.8K | 0.03% | 491 |
|
|
2024
Q2 | $1.14M | Buy |
7,246
+126
| +2% | +$20.3K | 0.04% | 389 |
|
|
2024
Q1 | $1.22M | Sell |
7,120
-976
| -12% | -$140K | 0.05% | 367 |
|
|
2023
Q4 | $1.05M | Buy |
8,096
+1,077
| +15% | +$137K | 0.05% | 372 |
|
|
2023
Q3 | $995K | Sell |
7,019
-794
| -10% | -$104K | 0.05% | 349 |
|
|
2023
Q2 | $917K | Sell |
7,813
-275
| -3% | -$32K | 0.05% | 362 |
|
|
2023
Q1 | $1.13M | Buy |
8,088
+363
| +5% | +$48.8K | 0.06% | 282 |
|
|
2022
Q4 | $980K | Buy |
7,725
+320
| +4% | +$40.2K | 0.06% | 300 |
|
|
2022
Q3 | $791K | Buy |
7,405
+784
| +12% | +$86.3K | 0.06% | 333 |
|
|
2022
Q2 | $704K | Buy |
6,621
+1,582
| +31% | +$187K | 0.06% | 296 |
|
|
2022
Q1 | $512K | Sell |
5,039
-935
| -16% | -$81.1K | 0.04% | 404 |
|
|
2021
Q4 | $449K | Buy |
5,974
+59
| +1% | +$4.39K | 0.03% | 468 |
|
|
2021
Q3 | $417K | Sell |
5,915
-3,283
| -36% | -$219K | 0.03% | 482 |
|
|
2021
Q2 | $718K | Buy |
9,198
+3,703
| +67% | +$287K | 0.05% | 409 |
|
|
2021
Q1 | $393K | Sell |
5,495
-380
| -6% | -$25.8K | 0.03% | 540 |
|
|
2020
Q4 | $332K | Buy |
5,875
+722
| +14% | +$35.4K | 0.03% | 529 |
|
|
2020
Q3 | $223K | Sell |
5,153
-670
| -12% | -$35.1K | 0.02% | 579 |
|
|
2020
Q2 | $343K | Sell |
5,823
-476
| -8% | -$28.4K | 0.05% | 371 |
|
|
2020
Q1 | $286K | Buy |
6,299
+789
| +14% | +$57.3K | 0.04% | 400 |
|
|
2019
Q4 | $516K | Buy |
5,510
+370
| +7% | +$35K | 0.06% | 321 |
|
|
2019
Q3 | $453K | Buy |
5,140
+1,706
| +50% | +$138K | 0.06% | 333 |
|
|
2019
Q2 | $289K | Buy |
3,434
+997
| +41% | +$82.3K | 0.04% | 406 |
|
|
2019
Q1 | $207K | Buy |
+2,437
| New | +$201K | 0.03% | 458 |
|
|
2018
Q4 | – | Sell |
-2,153
| Closed | -$245K | – | 516 |
|
|
2018
Q3 | $245K | Buy |
2,153
+142
| +7% | +$16.1K | 0.05% | 365 |
|
|
2018
Q2 | $223K | Buy |
2,011
+500
| +33% | +$56.1K | 0.06% | 361 |
|
|
2018
Q1 | $138K | Sell |
1,511
-930
| -38% | -$86.8K | 0.04% | 417 |
|
|
2017
Q4 | $230K | Buy |
2,441
+109
| +5% | +$8.99K | 0.06% | 328 |
|
|
2017
Q3 | $180K | Sell |
2,332
-291
| -11% | -$20K | 0.08% | 262 |
|
|
2017
Q2 | $1.06K | Sell |
2,623
-153
| -6% | -$9.92K | 0.51% | 43 |
|
|
2017
Q1 | $181K | Sell |
2,776
-15
| -0.5% | -$1K | 0.12% | 195 |
|
|
2016
Q4 | $197K | Buy |
+2,791
| New | +$172K | 0.15% | 157 |
|
Other funds holding VLO
VCM
VPM
IHT Wealth Management's VLO Position: Q1 2026 in Review
IHT Wealth Management increased its Valero Energy (VLO) stake by 0.4% in Q1 2026, buying an estimated $5.57K and bringing the position to 6,711 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #430.
IHT Wealth Management first reported a position in VLO in Q4 2016 and has held it in 37 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.
- IHT Wealth Management held 6,711 shares of Valero Energy worth $1.66M as of Q1 2026.
- IHT Wealth Management bought 27 Valero Energy shares in Q1 2026, an estimated $5.57K.
- Valero Energy made up 0.04% of IHT Wealth Management's portfolio in Q1 2026, its #430 holding.
- IHT Wealth Management first reported a position in Valero Energy in Q4 2016 and has held it in 37 quarters since.
- 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.