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IMG Wealth Management’s Valero Energy VLO Stock Holding History

IMG Wealth Management’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 		$6.92K Buy
28
+11
+65% +$2.27K ﹤0.01% 341
2025
Q4 		$2.77K Buy
+17
New +$2.88K ﹤0.01% 481

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

IMG Wealth Management's VLO Position: Q1 2026 in Review

IMG Wealth Management increased its Valero Energy (VLO) stake by 65% in Q1 2026, buying an estimated $2.27K and bringing the position to 28 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

IMG Wealth Management first reported a position in VLO in Q4 2025 and has held it in 2 quarters since. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • IMG Wealth Management held 28 shares of Valero Energy worth $6.92K as of Q1 2026.
  • IMG Wealth Management bought 11 Valero Energy shares in Q1 2026, an estimated $2.27K.
  • Valero Energy made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #341 holding.
  • IMG Wealth Management first reported a position in Valero Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.