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Maridea Wealth Management’s Valero Energy VLO Stock Holding History

Maridea Wealth Management’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 		$296K Sell
1,200
-1,362
-53% -$281K 0.04% 351
2025
Q4 		$417K Buy
2,562
+68
+3% +$11.5K 0.06% 282
2025
Q3 		$399K Sell
2,494
-560
-18% -$83.5K 0.06% 285
2025
Q2 		$411K Sell
3,054
-684
-18% -$85.2K 0.11% 193
2025
Q1 		$494K Buy
3,738
+8
+0.2% +$1.06K 0.16% 122
2024
Q4 		$457K Buy
+3,730
New +$499K 0.15% 125

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

Maridea Wealth Management's VLO Position: Q1 2026 in Review

Maridea Wealth Management reduced its Valero Energy (VLO) stake by 53% in Q1 2026, selling an estimated $281K and leaving 1,200 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #351.

Maridea Wealth Management first reported a position in VLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $494K in Q1 2025. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Maridea Wealth Management held 1,200 shares of Valero Energy worth $296K as of Q1 2026.
  • Maridea Wealth Management sold 1,362 Valero Energy shares in Q1 2026, an estimated $281K.
  • Valero Energy made up 0.04% of Maridea Wealth Management's portfolio in Q1 2026, its #351 holding.
  • Maridea Wealth Management first reported a position in Valero Energy in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's Valero Energy position peaked at $494K in Q1 2025.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.