MFF
VLO icon

Michels Family Financial’s Valero Energy VLO Stock Holding History

Michels Family Financial’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 		$560K Sell
2,266
-8
-0.4% -$1.65K 0.4% 80
2025
Q4 		$370K Buy
2,274
+18
+0.8% +$3.05K 0.27% 102
2025
Q3 		$384K Buy
2,256
+5
+0.2% +$746 0.3% 101
2025
Q2 		$303K Buy
2,251
+4
+0.2% +$498 0.26% 104
2025
Q1 		$297K Sell
2,247
-13
-0.6% -$1.73K 0.27% 103
2024
Q4 		$277K Buy
+2,260
New +$302K 0.25% 108

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

Michels Family Financial's VLO Position: Q1 2026 in Review

Michels Family Financial reduced its Valero Energy (VLO) stake by 0.35% in Q1 2026, selling an estimated $1.65K and leaving 2,266 shares worth $560K. The position accounts for 0.4% of the portfolio, ranked #80.

Michels Family Financial first reported a position in VLO in Q4 2024 and has held it in 6 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Michels Family Financial held 2,266 shares of Valero Energy worth $560K as of Q1 2026.
  • Michels Family Financial sold 8 Valero Energy shares in Q1 2026, an estimated $1.65K.
  • Valero Energy made up 0.4% of Michels Family Financial's portfolio in Q1 2026, its #80 holding.
  • Michels Family Financial first reported a position in Valero Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.