MWM
VLO icon

MGB Wealth Management’s Valero Energy VLO Stock Holding History

MGB 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
2025
Q4 		$1.6M Buy
9,831
+356
+4% +$60.3K 0.46% 49
2025
Q3 		$1.61M Sell
9,475
-100
-1% -$14.9K 0.46% 46
2025
Q2 		$1.29M Hold
9,575
– – 0.42% 54
2025
Q1 		$1.26M Hold
9,575
– – 0.46% 56
2024
Q4 		$1.17M Sell
9,575
-160
-2% -$21.4K 0.36% 57
2024
Q3 		$1.32M Sell
9,735
-3,100
-24% -$450K 0.48% 50
2024
Q2 		$1.9M Buy
12,835
+310
+2% +$50K 0.71% 32
2024
Q1 		$2.14M Hold
12,525
– – 0.87% 23
2023
Q4 		$1.63M Buy
+12,525
New +$1.59M 0.82% 33

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MGB Wealth Management's VLO Position: Q4 2025 in Review

MGB Wealth Management increased its Valero Energy (VLO) stake by 3.8% in Q4 2025, buying an estimated $60.3K and bringing the position to 9,831 shares worth $1.6M. The position accounts for 0.46% of the portfolio, ranked #49.

MGB Wealth Management first reported a position in VLO in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.14M in Q1 2024. 1,621 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

  • MGB Wealth Management held 9,831 shares of Valero Energy worth $1.6M as of Q4 2025.
  • MGB Wealth Management bought 356 Valero Energy shares in Q4 2025, an estimated $60.3K.
  • Valero Energy made up 0.46% of MGB Wealth Management's portfolio in Q4 2025, its #49 holding.
  • MGB Wealth Management first reported a position in Valero Energy in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's Valero Energy position peaked at $2.14M in Q1 2024.
  • 1,621 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.