IPW
VLO icon

Impact Partnership Wealth’s Valero Energy VLO Stock Holding History

Impact Partnership 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 		$1.69M Buy
6,844
+3,721
+119% +$767K 0.21% 64
2025
Q4 		$508K Sell
3,123
-262
-8% -$44.4K 0.07% 187
2025
Q3 		$576K Sell
3,385
-503
-13% -$75K 0.09% 145
2025
Q2 		$523K Sell
3,888
-5,602
-59% -$698K 0.1% 134
2025
Q1 		$1.25M Buy
+9,490
New +$1.26M 0.27% 39
2024
Q4 		– Sell
-8,442
Closed -$1.14M – 336
2024
Q3 		$1.14M Buy
8,442
+556
+7% +$80.7K 0.26% 42
2024
Q2 		$1.24M Buy
7,886
+5,798
+278% +$936K 0.32% 35
2024
Q1 		$356K Buy
2,088
+80
+4% +$11.5K 0.14% 106
2023
Q4 		$261K Sell
2,008
-744
-27% -$94.7K 0.1% 137
2023
Q3 		$390K Buy
2,752
+10
+0.4% +$1.31K 0.12% 91
2023
Q2 		$322K Buy
+2,742
New +$319K 0.11% 130

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

Impact Partnership Wealth's VLO Position: Q1 2026 in Review

Impact Partnership Wealth increased its Valero Energy (VLO) stake by 119% in Q1 2026, buying an estimated $767K and bringing the position to 6,844 shares worth $1.69M. The position accounts for 0.21% of the portfolio, ranked #64.

Impact Partnership Wealth first reported a position in VLO in Q2 2023 and has held it in 11 quarters since. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Impact Partnership Wealth held 6,844 shares of Valero Energy worth $1.69M as of Q1 2026.
  • Impact Partnership Wealth bought 3,721 Valero Energy shares in Q1 2026, an estimated $767K.
  • Valero Energy made up 0.21% of Impact Partnership Wealth's portfolio in Q1 2026, its #64 holding.
  • Impact Partnership Wealth first reported a position in Valero Energy in Q2 2023 and has held it in 11 quarters since.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.