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Jeppson Wealth Management’s Valero Energy VLO Stock Holding History

Jeppson Wealth 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 		$409K Hold
1,656
– – 0.13% 148
2025
Q4 		$270K Hold
1,656
– – 0.09% 179
2025
Q3 		$282K Hold
1,656
– – 0.09% 176
2025
Q2 		$223K Hold
1,656
– – 0.08% 194
2025
Q1 		$219K Hold
1,656
– – 0.08% 184
2024
Q4 		$203K Hold
1,656
– – 0.07% 191
2024
Q3 		$224K Hold
1,656
– – 0.08% 184
2024
Q2 		$260K Buy
1,656
+136
+9% +$21.9K 0.1% 167
2024
Q1 		$259K Buy
+1,520
New +$218K 0.1% 170
2023
Q4 		– Sell
-1,520
Closed -$215K – 208
2023
Q3 		$215K Buy
+1,520
New +$199K 0.1% 169
2023
Q2 		– Sell
-1,527
Closed -$213K – 206
2023
Q1 		$213K Buy
+1,527
New +$205K 0.09% 182
2020
Q4 		– Sell
-530
Closed -$23K – 444
2020
Q3 		$23K Buy
+530
New +$27.8K 0.02% 320

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

Jeppson Wealth Management's VLO Position: Q1 2026 in Review

Jeppson Wealth Management held its Valero Energy (VLO) position steady in Q1 2026 at 1,656 shares worth $409K. The position accounts for 0.13% of the portfolio, ranked #148.

Jeppson Wealth Management first reported a position in VLO in Q3 2020 and has held it in 12 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Jeppson Wealth Management held 1,656 shares of Valero Energy worth $409K as of Q1 2026.
  • Jeppson Wealth Management left its Valero Energy share count unchanged in Q1 2026.
  • Valero Energy made up 0.13% of Jeppson Wealth Management's portfolio in Q1 2026, its #148 holding.
  • Jeppson Wealth Management first reported a position in Valero Energy in Q3 2020 and has held it in 12 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.