IRON Financial’s Valero Energy VLO Stock Holding History

IRON Financial’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	–	Sell	-1,577	Closed	-$257K	–	165
2025 Q4	$257K	Sell	1,577 -20	-1%	-$3.39K	0.12%	105
2025 Q3	$272K	Buy	+1,597	New	+$238K	0.13%	95

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IRON Financial's VLO Position: Q1 2026 in Review

IRON Financial sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 1,577 shares — an estimated $257K sold.

IRON Financial first reported a position in VLO in Q3 2025 and held it in 2 quarters. The position peaked at $272K in Q3 2025. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

IRON Financial reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
IRON Financial sold 1,577 Valero Energy shares in Q1 2026, an estimated $257K.
IRON Financial first reported a position in Valero Energy in Q3 2025 and held it in 2 quarters.
IRON Financial's Valero Energy position peaked at $272K in Q3 2025.
1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on IRON Financial's 13F filing for Q1 2026, filed 27 Apr 2026.