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Measured Wealth Private Client Group’s Valero Energy VLO Stock Holding History

Measured Wealth Private Client Group’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
-12
Closed -$1.95K – 783
2025
Q4 		$1.95K Hold
12
– – ﹤0.01% 645
2025
Q3 		$2.04K Buy
+12
New +$1.79K ﹤0.01% 638
2024
Q4 		– Sell
-6,960
Closed -$940K – 198
2024
Q3 		$940K Buy
6,960
+574
+9% +$83.3K 0.31% 47
2024
Q2 		$1M Buy
6,386
+352
+6% +$56.8K 0.35% 36
2024
Q1 		$1.03M Sell
6,034
-70
-1% -$10K 0.36% 39
2023
Q4 		$794K Buy
6,104
+605
+11% +$77K 0.29% 49
2023
Q3 		$779K Sell
5,499
-75
-1% -$9.82K 0.31% 51
2023
Q2 		$654K Buy
5,574
+1,091
+24% +$127K 0.25% 62
2023
Q1 		$626K Buy
4,483
+1,188
+36% +$160K 0.24% 56
2022
Q4 		$418K Buy
+3,295
New +$414K 0.17% 79
2018
Q4 		– Sell
-2,086
Closed -$236K – 689
2018
Q3 		$236K Sell
2,086
-338
-14% -$38.4K 0.14% 130
2018
Q2 		$268K Buy
+2,424
New +$272K 0.22% 112

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Measured Wealth Private Client Group's VLO Position: Q1 2026 in Review

Measured Wealth Private Client Group sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 12 shares — an estimated $1.95K sold.

Measured Wealth Private Client Group first reported a position in VLO in Q2 2018 and held it in 12 quarters. The position peaked at $1.03M in Q1 2024. 1,876 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Measured Wealth Private Client Group reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 12 Valero Energy shares in Q1 2026, an estimated $1.95K.
  • Measured Wealth Private Client Group first reported a position in Valero Energy in Q2 2018 and held it in 12 quarters.
  • Measured Wealth Private Client Group's Valero Energy position peaked at $1.03M in Q1 2024.
  • 1,876 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.