Independent Advisor Alliance’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 | $3.25M | Buy |
13,168
+121
| +0.9% | +$24.9K | 0.03% | 422 |
|
|
2025
Q4 | $2.12M | Sell |
13,047
-226
| -2% | -$38.3K | 0.05% | 296 |
|
|
2025
Q3 | $2.26M | Buy |
13,273
+200
| +2% | +$29.8K | 0.06% | 268 |
|
|
2025
Q2 | $1.76M | Sell |
13,073
-357
| -3% | -$44.5K | 0.05% | 307 |
|
|
2025
Q1 | $1.77M | Sell |
13,430
-1,035
| -7% | -$137K | 0.06% | 272 |
|
|
2024
Q4 | $1.77M | Buy |
14,465
+201
| +1% | +$26.9K | 0.02% | 544 |
|
|
2024
Q3 | $1.93M | Sell |
14,264
-1,077
| -7% | -$156K | 0.07% | 231 |
|
|
2024
Q2 | $2.4M | Sell |
15,341
-5,991
| -28% | -$967K | 0.08% | 198 |
|
|
2024
Q1 | $3.64M | Buy |
21,332
+1,279
| +6% | +$183K | 0.13% | 136 |
|
|
2023
Q4 | $2.61M | Buy |
20,053
+934
| +5% | +$119K | 0.09% | 176 |
|
|
2023
Q3 | $2.71M | Buy |
19,119
+7,397
| +63% | +$969K | 0.12% | 161 |
|
|
2023
Q2 | $1.37M | Sell |
11,722
-321
| -3% | -$37.3K | 0.06% | 260 |
|
|
2023
Q1 | $1.68M | Buy |
12,043
+1,461
| +14% | +$196K | 0.08% | 217 |
|
|
2022
Q4 | $1.34K | Buy |
10,582
+518
| +5% | +$65K | ﹤0.01% | 282 |
|
|
2022
Q3 | $1.07M | Sell |
10,064
-2,557
| -20% | -$281K | 0.06% | 253 |
|
|
2022
Q2 | $1.34M | Buy |
12,621
+8,856
| +235% | +$1.05M | 0.07% | 215 |
|
|
2022
Q1 | $382K | Buy |
+3,765
| New | +$327K | 0.02% | 462 |
|
|
2020
Q4 | – | Sell |
-6,923
| Closed | -$300K | – | 598 |
|
|
2020
Q3 | $300K | Sell |
6,923
-2,079
| -23% | -$109K | 0.02% | 387 |
|
|
2020
Q2 | $529K | Buy |
9,002
+1,831
| +26% | +$109K | 0.06% | 261 |
|
|
2020
Q1 | $325K | Sell |
7,171
-5,917
| -45% | -$430K | 0.05% | 262 |
|
|
2019
Q4 | $1.23M | Sell |
13,088
-1,165
| -8% | -$110K | 0.05% | 323 |
|
|
2019
Q3 | $1.28M | Sell |
14,253
-3,311
| -19% | -$268K | 0.16% | 124 |
|
|
2019
Q2 | $1.18M | Sell |
17,564
-20
| -0.1% | -$1.65K | 0.17% | 123 |
|
|
2019
Q1 | $1.49M | Buy |
17,584
+3,058
| +21% | +$253K | 0.21% | 106 |
|
|
2018
Q4 | $1.12M | Buy |
14,526
+1,298
| +10% | +$114K | 0.2% | 109 |
|
|
2018
Q3 | $1.19M | Buy |
13,228
+1,176
| +10% | +$134K | 0.21% | 108 |
|
|
2018
Q2 | $1.05M | Buy |
12,052
+369
| +3% | +$41.4K | 0.22% | 111 |
|
|
2018
Q1 | $1.06M | Buy |
11,683
+1,706
| +17% | +$159K | 0.24% | 103 |
|
|
2017
Q4 | $940K | Buy |
9,977
+2,076
| +26% | +$171K | 0.21% | 120 |
|
|
2017
Q3 | $609K | Buy |
7,901
+1,021
| +15% | +$70.3K | 0.17% | 143 |
|
|
2017
Q2 | $468K | Buy |
6,880
+700
| +11% | +$45.4K | 0.15% | 151 |
|
|
2017
Q1 | $402K | Buy |
6,180
+724
| +13% | +$48.5K | 0.06% | 254 |
|
|
2016
Q4 | $361K | Buy |
+5,456
| New | +$336K | 0.15% | 127 |
|
Other funds holding VLO
VCM
VPM
Independent Advisor Alliance's VLO Position: Q1 2026 in Review
Independent Advisor Alliance increased its Valero Energy (VLO) stake by 0.93% in Q1 2026, buying an estimated $24.9K and bringing the position to 13,168 shares worth $3.25M. The position accounts for 0.03% of the portfolio, ranked #422.
Independent Advisor Alliance first reported a position in VLO in Q4 2016 and has held it in 33 quarters since. The position peaked at $3.64M in Q1 2024. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.
- Independent Advisor Alliance held 13,168 shares of Valero Energy worth $3.25M as of Q1 2026.
- Independent Advisor Alliance bought 121 Valero Energy shares in Q1 2026, an estimated $24.9K.
- Valero Energy made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #422 holding.
- Independent Advisor Alliance first reported a position in Valero Energy in Q4 2016 and has held it in 33 quarters since.
- Independent Advisor Alliance's Valero Energy position peaked at $3.64M in Q1 2024.
- 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.
Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.