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Lifeworks Advisors’s Valero Energy VLO Stock Holding History

Lifeworks 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 		$616K Buy
2,495
+52
+2% +$10.7K 0.08% 168
2025
Q4 		$398K Sell
2,443
-985
-29% -$167K 0.05% 235
2025
Q3 		$584K Buy
3,428
+20
+0.6% +$2.98K 0.08% 189
2025
Q2 		$458K Buy
3,408
+86
+3% +$10.7K 0.07% 205
2025
Q1 		$439K Buy
3,322
+151
+5% +$20K 0.07% 195
2024
Q4 		$389K Buy
3,171
+1,434
+83% +$192K 0.07% 199
2024
Q3 		$234K Buy
1,737
+452
+35% +$65.6K 0.05% 264
2024
Q2 		$201K Buy
+1,285
New +$207K 0.06% 219

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

Lifeworks Advisors's VLO Position: Q1 2026 in Review

Lifeworks Advisors increased its Valero Energy (VLO) stake by 2.1% in Q1 2026, buying an estimated $10.7K and bringing the position to 2,495 shares worth $616K. The position accounts for 0.08% of the portfolio, ranked #168.

Lifeworks Advisors first reported a position in VLO in Q2 2024 and has held it in 8 quarters since. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Lifeworks Advisors held 2,495 shares of Valero Energy worth $616K as of Q1 2026.
  • Lifeworks Advisors bought 52 Valero Energy shares in Q1 2026, an estimated $10.7K.
  • Valero Energy made up 0.08% of Lifeworks Advisors's portfolio in Q1 2026, its #168 holding.
  • Lifeworks Advisors first reported a position in Valero Energy in Q2 2024 and has held it in 8 quarters since.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.