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Journey Retirement Planning & Investment Management’s Valero Energy VLO Stock Holding History

Journey Retirement Planning & Investment 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
-1,984
Closed -$323K – 244
2025
Q4 		$323K Buy
+1,984
New +$336K 0.07% 192

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

Journey Retirement Planning & Investment Management's VLO Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 1,984 shares — an estimated $323K sold.

Journey Retirement Planning & Investment Management first reported a position in VLO in Q4 2025 and held it in 1 quarter. The position peaked at $323K in Q4 2025. 1,867 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 1,984 Valero Energy shares in Q1 2026, an estimated $323K.
  • Journey Retirement Planning & Investment Management first reported a position in Valero Energy in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Valero Energy position peaked at $323K in Q4 2025.
  • 1,867 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.