Institute for 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 | $1.12M | Sell |
4,525
-10
| -0.2% | -$2.06K | 0.12% | 182 |
|
|
2025
Q4 | $738K | Buy |
4,535
+3
| +0.1% | +$508 | 0.08% | 240 |
|
|
2025
Q3 | $772K | Hold |
4,532
| – | – | 0.08% | 243 |
|
|
2025
Q2 | $609K | Hold |
4,532
| – | – | 0.07% | 273 |
|
|
2025
Q1 | $599K | Hold |
4,532
| – | – | 0.08% | 260 |
|
|
2024
Q4 | $556K | Sell |
4,532
-25
| -0.5% | -$3.35K | 0.07% | 269 |
|
|
2024
Q3 | $615K | Hold |
4,557
| – | – | 0.08% | 258 |
|
|
2024
Q2 | $714K | Buy |
4,557
+23
| +0.5% | +$3.71K | 0.1% | 217 |
|
|
2024
Q1 | $774K | Buy |
4,534
+65
| +1% | +$9.31K | 0.1% | 210 |
|
|
2023
Q4 | $581K | Sell |
4,469
-22
| -0.5% | -$2.8K | 0.09% | 237 |
|
|
2023
Q3 | $636K | Sell |
4,491
-39
| -0.9% | -$5.11K | 0.11% | 212 |
|
|
2023
Q2 | $531K | Hold |
4,530
| – | – | 0.09% | 254 |
|
|
2023
Q1 | $632K | Sell |
4,530
-65
| -1% | -$8.73K | 0.12% | 216 |
|
|
2022
Q4 | $583K | Buy |
4,595
+67
| +1% | +$8.41K | 0.12% | 230 |
|
|
2022
Q3 | $484K | Sell |
4,528
-7,072
| -61% | -$778K | 0.11% | 244 |
|
|
2022
Q2 | $1.23M | Sell |
11,600
-4,970
| -30% | -$588K | 0.24% | 108 |
|
|
2022
Q1 | $1.68M | Buy |
16,570
+12,079
| +269% | +$1.05M | 0.27% | 91 |
|
|
2021
Q4 | $337K | Sell |
4,491
-25
| -0.6% | -$1.86K | 0.05% | 352 |
|
|
2021
Q3 | $319K | Hold |
4,516
| – | – | 0.06% | 361 |
|
|
2021
Q2 | $353K | Sell |
4,516
-61
| -1% | -$4.72K | 0.06% | 335 |
|
|
2021
Q1 | $328K | Sell |
4,577
-77
| -2% | -$5.23K | 0.06% | 343 |
|
|
2020
Q4 | $263K | Sell |
4,654
-1,619
| -26% | -$79.4K | 0.05% | 378 |
|
|
2020
Q3 | $272K | Sell |
6,273
-1,222
| -16% | -$64K | 0.06% | 338 |
|
|
2020
Q2 | $441K | Buy |
7,495
+71
| +1% | +$4.24K | 0.11% | 257 |
|
|
2020
Q1 | $337K | Sell |
7,424
-191
| -3% | -$13.9K | 0.1% | 258 |
|
|
2019
Q4 | $713K | Buy |
7,615
+61
| +0.8% | +$5.76K | 0.16% | 188 |
|
|
2019
Q3 | $644K | Sell |
7,554
-6,475
| -46% | -$523K | 0.16% | 188 |
|
|
2019
Q2 | $1.2M | Buy |
14,029
+483
| +4% | +$39.9K | 0.27% | 108 |
|
|
2019
Q1 | $1.15M | Sell |
13,546
-173
| -1% | -$14.3K | 0.25% | 111 |
|
|
2018
Q4 | $1.03M | Sell |
13,719
-201
| -1% | -$17.7K | 0.42% | 72 |
|
|
2018
Q3 | $1.61M | Buy |
13,920
+121
| +0.9% | +$13.7K | 0.54% | 55 |
|
|
2018
Q2 | $1.53M | Buy |
13,799
+1,271
| +10% | +$143K | 0.49% | 65 |
|
|
2018
Q1 | $1.39M | Buy |
+12,528
| New | +$1.17M | 0.41% | 75 |
|
|
2017
Q4 | – | Sell |
-15,401
| Closed | -$1.19M | – | 420 |
|
|
2017
Q3 | $1.19M | Buy |
15,401
+6
| +0% | +$413 | 0.39% | 83 |
|
|
2017
Q2 | $1.04M | Buy |
+15,395
| New | +$998K | 0.29% | 105 |
|
Other funds holding VLO
VCM
VPM
Institute for Wealth Management's VLO Position: Q1 2026 in Review
Institute for Wealth Management reduced its Valero Energy (VLO) stake by 0.22% in Q1 2026, selling an estimated $2.06K and leaving 4,525 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #182.
Institute for Wealth Management first reported a position in VLO in Q2 2017 and has held it in 35 quarters since. The position peaked at $1.68M in Q1 2022. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.
- Institute for Wealth Management held 4,525 shares of Valero Energy worth $1.12M as of Q1 2026.
- Institute for Wealth Management sold 10 Valero Energy shares in Q1 2026, an estimated $2.06K.
- Valero Energy made up 0.12% of Institute for Wealth Management's portfolio in Q1 2026, its #182 holding.
- Institute for Wealth Management first reported a position in Valero Energy in Q2 2017 and has held it in 35 quarters since.
- Institute for Wealth Management's Valero Energy position peaked at $1.68M in Q1 2022.
- 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.