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Jessup Wealth Management’s Valero Energy VLO Stock Holding History

Jessup 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 		– Sell
-16
Closed -$2.53K – 342
2025
Q4 		$2.53K Buy
+16
New +$2.71K ﹤0.01% 317
2024
Q3 		– Sell
-56,123
Closed -$8.8M – 67
2024
Q2 		$8.8M Buy
56,123
+29,734
+113% +$4.8M 3.75% 7
2024
Q1 		$4.5M Buy
+26,389
New +$3.78M 1.93% 23

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

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

Jessup Wealth Management sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 16 shares — an estimated $2.53K sold.

Jessup Wealth Management first reported a position in VLO in Q1 2024 and held it in 3 quarters. The position peaked at $8.8M in Q2 2024. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Jessup Wealth Management reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 16 Valero Energy shares in Q1 2026, an estimated $2.53K.
  • Jessup Wealth Management first reported a position in Valero Energy in Q1 2024 and held it in 3 quarters.
  • Jessup Wealth Management's Valero Energy position peaked at $8.8M in Q2 2024.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.