Keebeck Wealth Management’s Valero Energy VLO Stock Holding History

Keebeck 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	$509K	Buy	2,060 +388	+23%	+$80K	0.06%	233
2025 Q4	$272K	Buy	1,672 +211	+14%	+$35.7K	0.03%	314
2025 Q3	$249K	Buy	+1,461	New	+$218K	0.03%	322
2024 Q2	–	Sell	-1,216	Closed	-$208K	–	285
2024 Q1	$208K	Buy	+1,216	New	+$174K	0.03%	265
2023 Q3	–	Sell	-26,216	Closed	-$3.08M	–	274
2023 Q2	$3.08M	Buy	+26,216	New	+$3.05M	0.42%	64
2021 Q2	–	Sell	-11,893	Closed	-$852K	–	249
2021 Q1	$852K	Hold	11,893	–	–	0.13%	123
2020 Q4	$673K	Hold	11,893	–	–	0.12%	127
2020 Q3	$515K	Buy	11,893 +693	+6%	+$36.3K	0.11%	132
2020 Q2	$658K	Sell	11,200 -206	-2%	-$12.3K	0.21%	91
2020 Q1	$517K	Buy	11,406 +6,211	+120%	+$451K	0.22%	92
2019 Q4	$486K	Buy	+5,195	New	+$491K	0.15%	100

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Keebeck Wealth Management increased its Valero Energy (VLO) stake by 23% in Q1 2026, buying an estimated $80K and bringing the position to 2,060 shares worth $509K. The position accounts for 0.06% of the portfolio, ranked #233.

Keebeck Wealth Management first reported a position in VLO in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.08M in Q2 2023. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Keebeck Wealth Management held 2,060 shares of Valero Energy worth $509K as of Q1 2026.
Keebeck Wealth Management bought 388 Valero Energy shares in Q1 2026, an estimated $80K.
Valero Energy made up 0.06% of Keebeck Wealth Management's portfolio in Q1 2026, its #233 holding.
Keebeck Wealth Management first reported a position in Valero Energy in Q4 2019 and has held it in 11 quarters since.
Keebeck Wealth Management's Valero Energy position peaked at $3.08M in Q2 2023.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

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