Legacy Financial Advisors’s Valero Energy VLO Stock Holding History

Legacy Financial Advisors’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	$311K	Buy	1,257 +16	+1%	+$3.3K	0.04%	316
2025 Q4	$202K	Buy	1,241 +35	+3%	+$5.93K	0.03%	384
2025 Q3	$205K	Buy	+1,206	New	+$180K	0.03%	397
2024 Q2	–	Sell	-1,236	Closed	-$211K	–	361
2024 Q1	$211K	Buy	+1,236	New	+$177K	0.04%	304
2019 Q2	–	Sell	-387	Closed	-$33K	–	875
2019 Q1	$33K	Sell	387 -402	-51%	-$33.2K	0.01%	356
2018 Q4	$59K	Buy	789 +126	+19%	+$11.1K	0.02%	214
2018 Q3	$75K	Sell	663 -64	-9%	-$7.27K	0.03%	205
2018 Q2	$78K	Hold	727	–	–	0.03%	197
2018 Q1	$71K	Buy	727 +48	+7%	+$4.48K	0.03%	204
2017 Q4	$62K	Buy	+679	New	+$56K	0.03%	215

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

Legacy Financial Advisors's VLO Position: Q1 2026 in Review

Legacy Financial Advisors increased its Valero Energy (VLO) stake by 1.3% in Q1 2026, buying an estimated $3.3K and bringing the position to 1,257 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #316.

Legacy Financial Advisors first reported a position in VLO in Q4 2017 and has held it in 10 quarters since. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Legacy Financial Advisors held 1,257 shares of Valero Energy worth $311K as of Q1 2026.
Legacy Financial Advisors bought 16 Valero Energy shares in Q1 2026, an estimated $3.3K.
Valero Energy made up 0.04% of Legacy Financial Advisors's portfolio in Q1 2026, its #316 holding.
Legacy Financial Advisors first reported a position in Valero Energy in Q4 2017 and has held it in 10 quarters since.
1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.