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Medallion Wealth Advisors’s Valero Energy VLO Stock Holding History

Medallion Wealth 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 		$114K Sell
461
-6
-1% -$1.24K 0.04% 336
2025
Q4 		$76K Sell
467
-2
-0.4% -$339 0.03% 402
2025
Q3 		$79.9K Sell
469
-16
-3% -$2.39K 0.03% 391
2025
Q2 		$65.4K Sell
485
-60
-11% -$7.48K 0.03% 415
2025
Q1 		$72.2K Hold
545
– – 0.03% 361
2024
Q4 		$70.9K Buy
+545
New +$72.9K 0.04% 354

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

Medallion Wealth Advisors's VLO Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Valero Energy (VLO) stake by 1.3% in Q1 2026, selling an estimated $1.24K and leaving 461 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #336.

Medallion Wealth Advisors first reported a position in VLO in Q4 2024 and has held it in 6 quarters since. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Medallion Wealth Advisors held 461 shares of Valero Energy worth $114K as of Q1 2026.
  • Medallion Wealth Advisors sold 6 Valero Energy shares in Q1 2026, an estimated $1.24K.
  • Valero Energy made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #336 holding.
  • Medallion Wealth Advisors first reported a position in Valero Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.