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Kohmann Bosshard Financial Services’s Valero Energy VLO Stock Holding History

Kohmann Bosshard Financial Services’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
-545
Closed -$88.7K – 600
2025
Q4 		$88.7K Buy
+545
New +$92.3K 0.01% 427
2025
Q1 		– Sell
-545
Closed -$66.8K – 754
2024
Q4 		$66.8K Buy
+545
New +$72.9K 0.01% 297
2023
Q1 		– Sell
-1,586
Closed -$201K – 173
2022
Q4 		$201K Buy
+1,586
New +$199K 0.04% 153

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 $1.61T 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

Kohmann Bosshard Financial Services's VLO Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 545 shares — an estimated $88.7K sold.

Kohmann Bosshard Financial Services first reported a position in VLO in Q4 2022 and held it in 3 quarters. The position peaked at $201K in Q4 2022. 1,865 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 545 Valero Energy shares in Q1 2026, an estimated $88.7K.
  • Kohmann Bosshard Financial Services first reported a position in Valero Energy in Q4 2022 and held it in 3 quarters.
  • Kohmann Bosshard Financial Services's Valero Energy position peaked at $201K in Q4 2022.
  • 1,865 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.