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Meridian Wealth Management’s Valero Energy VLO Stock Holding History

Meridian 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 		$633K Buy
2,563
+1,098
+75% +$226K 0.02% 454
2025
Q4 		$238K Buy
+1,465
New +$248K 0.01% 679
2025
Q1 		– Sell
-1,855
Closed -$227K – 654
2024
Q4 		$227K Sell
1,855
-434
-19% -$58.1K 0.01% 577
2024
Q3 		$309K Sell
2,289
-9
-0.4% -$1.31K 0.02% 509
2024
Q2 		$360K Buy
+2,298
New +$371K 0.04% 212
2024
Q1 		– Sell
-8,152
Closed -$1.07M – 546
2023
Q4 		$1.07M Buy
8,152
+765
+10% +$97.3K 0.07% 242
2023
Q3 		$1.02M Buy
7,387
+200
+3% +$26.2K 0.06% 230
2023
Q2 		$843K Sell
7,187
-391
-5% -$45.4K 0.07% 227
2023
Q1 		$1.06M Sell
7,578
-19
-0.3% -$2.55K 0.09% 195
2022
Q4 		$964K Buy
7,597
+496
+7% +$62.3K 0.09% 200
2022
Q3 		$759K Sell
7,101
-39
-0.5% -$4.29K 0.08% 219
2022
Q2 		$759K Buy
+7,140
New +$845K 0.06% 280
2019
Q3 		– Sell
-865
Closed -$740 – 488
2019
Q2 		$740 Buy
+865
New +$71.4K 0.03% 311
2018
Q4 		– Sell
-5,735
Closed -$652K – 196
2018
Q3 		$652K Sell
5,735
-300
-5% -$34.1K 0.28% 61
2018
Q2 		$669K Buy
6,035
+201
+3% +$22.5K 0.31% 59
2018
Q1 		$541K Buy
5,834
+145
+3% +$13.5K 0.27% 76
2017
Q4 		$444K Buy
5,689
+1
+0% +$82 0.27% 88
2017
Q3 		$438K Sell
5,688
-259
-4% -$17.8K 0.28% 86
2017
Q2 		$401K Buy
5,947
+1,376
+30% +$89.2K 0.25% 93
2017
Q1 		$303K Buy
4,571
+741
+19% +$49.6K 0.18% 123
2016
Q4 		$261K Buy
+3,830
New +$236K 0.21% 102

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

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

Meridian Wealth Management increased its Valero Energy (VLO) stake by 75% in Q1 2026, buying an estimated $226K and bringing the position to 2,563 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #454.

Meridian Wealth Management first reported a position in VLO in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.07M in Q4 2023. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Meridian Wealth Management held 2,563 shares of Valero Energy worth $633K as of Q1 2026.
  • Meridian Wealth Management bought 1,098 Valero Energy shares in Q1 2026, an estimated $226K.
  • Valero Energy made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #454 holding.
  • Meridian Wealth Management first reported a position in Valero Energy in Q4 2016 and has held it in 21 quarters since.
  • Meridian Wealth Management's Valero Energy position peaked at $1.07M in Q4 2023.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.