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Key Financial Inc’s Valero Energy VLO Stock Holding History

Key Financial Inc’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 		$82.2K Hold
333
– – 0.01% 436
2025
Q4 		$54.1K Sell
333
-9
-3% -$1.52K 0.01% 498
2025
Q3 		$57.3K Sell
342
-5
-1% -$746 0.01% 494
2025
Q2 		$46.6K Hold
347
– – 0.01% 507
2025
Q1 		$45.8K Sell
347
-116
-25% -$15.4K 0.01% 497
2024
Q4 		$56.7K Buy
463
+9
+2% +$1.2K 0.01% 459
2024
Q3 		$61.2K Sell
454
-13
-3% -$1.89K 0.01% 448
2024
Q2 		$73.1K Hold
467
– – 0.02% 392
2024
Q1 		$79.6K Hold
467
– – 0.02% 362
2023
Q4 		$60.6K Buy
467
+100
+27% +$12.7K 0.02% 391
2023
Q3 		$51.9K Hold
367
– – 0.02% 405
2023
Q2 		$43K Buy
367
+72
+24% +$8.37K 0.01% 434
2023
Q1 		$41.2K Buy
295
+37
+14% +$4.97K 0.02% 419
2022
Q4 		$27.6K Hold
258
– – 0.01% 446
2022
Q3 		$28K Hold
258
– – 0.01% 450
2022
Q2 		$28K Buy
258
+116
+82% +$13.7K 0.02% 444
2022
Q1 		$14K Buy
142
+38
+37% +$3.3K 0.01% 559
2021
Q4 		$8K Hold
104
– – ﹤0.01% 642
2021
Q3 		$7K Buy
104
+50
+93% +$3.33K ﹤0.01% 665
2021
Q2 		$4K Hold
54
– – ﹤0.01% 722
2021
Q1 		$4K Buy
54
+26
+93% +$1.77K ﹤0.01% 631
2020
Q4 		$2K Buy
+28
New +$1.37K ﹤0.01% 653
2020
Q2 		– Sell
-28
Closed -$1K – 623
2020
Q1 		$1K Buy
+28
New +$2.03K ﹤0.01% 663

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

Key Financial Inc's VLO Position: Q1 2026 in Review

Key Financial Inc held its Valero Energy (VLO) position steady in Q1 2026 at 333 shares worth $82.2K. The position accounts for 0.01% of the portfolio, ranked #436.

Key Financial Inc first reported a position in VLO in Q1 2020 and has held it in 23 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Key Financial Inc held 333 shares of Valero Energy worth $82.2K as of Q1 2026.
  • Key Financial Inc left its Valero Energy share count unchanged in Q1 2026.
  • Valero Energy made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #436 holding.
  • Key Financial Inc first reported a position in Valero Energy in Q1 2020 and has held it in 23 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.