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Journey Strategic Wealth’s Valero Energy VLO Stock Holding History

Journey Strategic Wealth’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 		$1.04M Buy
4,189
+207
+5% +$42.7K 0.03% 176
2025
Q4 		$648K Buy
3,982
+98
+3% +$16.6K 0.02% 253
2025
Q3 		$661K Buy
3,884
+629
+19% +$93.8K 0.02% 234
2025
Q2 		$438K Sell
3,255
-662
-17% -$82.5K 0.01% 324
2025
Q1 		$517K Sell
3,917
-77
-2% -$10.2K 0.02% 224
2024
Q4 		$490K Sell
3,994
-63
-2% -$8.43K 0.02% 221
2024
Q3 		$548K Buy
+4,057
New +$589K 0.02% 205

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

Journey Strategic Wealth's VLO Position: Q1 2026 in Review

Journey Strategic Wealth increased its Valero Energy (VLO) stake by 5.2% in Q1 2026, buying an estimated $42.7K and bringing the position to 4,189 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #176.

Journey Strategic Wealth first reported a position in VLO in Q3 2024 and has held it in 7 quarters since. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Journey Strategic Wealth held 4,189 shares of Valero Energy worth $1.04M as of Q1 2026.
  • Journey Strategic Wealth bought 207 Valero Energy shares in Q1 2026, an estimated $42.7K.
  • Valero Energy made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #176 holding.
  • Journey Strategic Wealth first reported a position in Valero Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.