Laurel Wealth Advisors (North Carolina)’s Valero Energy VLO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-555	Closed	-$90.3K	–	639
2025 Q4	$90.3K	Buy	+555	New	+$94K	0.01%	261
2025 Q2	–	Sell	-555	Closed	-$73.3K	–	654
2025 Q1	$73.3K	Hold	555	–	–	0.01%	267
2024 Q4	$68K	Hold	555	–	–	0.01%	275
2024 Q3	$74.9K	Sell	555 -47	-8%	-$6.82K	0.01%	267
2024 Q2	$94.4K	Hold	602	–	–	0.02%	231
2024 Q1	$103K	Hold	602	–	–	0.02%	235
2023 Q4	$78.3K	Hold	602	–	–	0.01%	249
2023 Q3	$85.3K	Hold	602	–	–	0.02%	235
2023 Q2	$70.6K	Hold	602	–	–	0.01%	256
2023 Q1	$84K	Buy	+602	New	+$80.9K	0.02%	242
2020 Q3	–	Sell	-333	Closed	-$20K	–	558
2020 Q2	$20K	Hold	333	–	–	0.01%	312
2020 Q1	$15K	Buy	+333	New	+$24.2K	0.01%	325

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

Laurel Wealth Advisors (North Carolina)'s VLO Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 555 shares — an estimated $90.3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VLO in Q1 2020 and held it in 12 quarters. The position peaked at $103K in Q1 2024. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 555 Valero Energy shares in Q1 2026, an estimated $90.3K.
Laurel Wealth Advisors (North Carolina) first reported a position in Valero Energy in Q1 2020 and held it in 12 quarters.
Laurel Wealth Advisors (North Carolina)'s Valero Energy position peaked at $103K in Q1 2024.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.