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J. Safra Asset Management’s Valero Energy VLO Stock Holding History

J. Safra Asset 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 		$3.71K Hold
15
– – ﹤0.01% 520
2025
Q4 		$2.44K Hold
15
– – ﹤0.01% 532
2025
Q3 		$2.55K Buy
+15
New +$2.24K ﹤0.01% 370
2025
Q1 		– Sell
-520
Closed -$62.2K – 397
2024
Q4 		$62.2K Buy
+520
New +$69.6K 0.01% 184

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

J. Safra Asset Management's VLO Position: Q1 2026 in Review

J. Safra Asset Management held its Valero Energy (VLO) position steady in Q1 2026 at 15 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

J. Safra Asset Management first reported a position in VLO in Q4 2024 and has held it in 4 quarters since. The position peaked at $62.2K in Q4 2024. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • J. Safra Asset Management held 15 shares of Valero Energy worth $3.71K as of Q1 2026.
  • J. Safra Asset Management left its Valero Energy share count unchanged in Q1 2026.
  • Valero Energy made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #520 holding.
  • J. Safra Asset Management first reported a position in Valero Energy in Q4 2024 and has held it in 4 quarters since.
  • J. Safra Asset Management's Valero Energy position peaked at $62.2K in Q4 2024.
  • 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.