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JPL Wealth Management’s Valero Energy VLO Stock Holding History

JPL 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 		$38.5K Buy
+156
New +$32.2K 0.01% 274
2025
Q4 		– Sell
-156
Closed -$26.6K – 1091
2025
Q3 		$26.6K Buy
+156
New +$23.3K 0.01% 347

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

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

JPL Wealth Management opened a new position in Valero Energy (VLO) in Q1 2026: 156 shares worth $38.5K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in VLO as recently as Q3 2025.

JPL Wealth Management first reported a position in VLO in Q3 2025 and has held it in 2 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • JPL Wealth Management held 156 shares of Valero Energy worth $38.5K as of Q1 2026.
  • Valero Energy was a new JPL Wealth Management position in Q1 2026.
  • Valero Energy made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #274 holding.
  • JPL Wealth Management first reported a position in Valero Energy in Q3 2025 and has held it in 2 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.