Mission Wealth Management’s Valero Energy VLO Stock Holding History

Mission 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	$727K	Buy	2,944 +24	+0.8%	+$4.95K	0.02%	394
2025 Q4	$475K	Sell	2,920 -62	-2%	-$10.5K	0.01%	501
2025 Q3	$508K	Buy	2,982 +73	+3%	+$10.9K	0.01%	482
2025 Q2	$391K	Sell	2,909 -694	-19%	-$86.5K	0.01%	535
2025 Q1	$476K	Sell	3,603 -796	-18%	-$106K	0.01%	463
2024 Q4	$539K	Sell	4,399 -214	-5%	-$28.6K	0.01%	412
2024 Q3	$623K	Buy	4,613 +1,327	+40%	+$193K	0.02%	388
2024 Q2	$515K	Sell	3,286 -358	-10%	-$57.8K	0.01%	405
2024 Q1	$622K	Sell	3,644 -255	-7%	-$36.5K	0.02%	381
2023 Q4	$507K	Buy	3,899 +529	+16%	+$67.3K	0.02%	368
2023 Q3	$478K	Sell	3,370 -137	-4%	-$17.9K	0.02%	349
2023 Q2	$411K	Buy	3,507 +65	+2%	+$7.55K	0.02%	389
2023 Q1	$481K	Buy	3,442 +11	+0.3%	+$1.48K	0.02%	347
2022 Q4	$435K	Sell	3,431 -110	-3%	-$13.8K	0.02%	347
2022 Q3	$378K	Sell	3,541 -117	-3%	-$12.9K	0.02%	345
2022 Q2	$389K	Sell	3,658 -75	-2%	-$8.88K	0.02%	353
2022 Q1	$379K	Buy	3,733 +6	+0.2%	+$520	0.02%	368
2021 Q4	$280K	Buy	3,727 +24	+0.6%	+$1.79K	0.01%	450
2021 Q3	$261K	Sell	3,703 -131	-3%	-$8.72K	0.01%	446
2021 Q2	$299K	Buy	+3,834	New	+$297K	0.02%	395
2020 Q4	–	Sell	-10,845	Closed	-$470K	–	423
2020 Q3	$470K	Buy	10,845 +774	+8%	+$40.5K	0.04%	210
2020 Q2	$592K	Buy	10,071 +1,308	+15%	+$78.1K	0.05%	162
2020 Q1	$398K	Sell	8,763 -500	-5%	-$36.3K	0.04%	180
2019 Q4	$867K	Sell	9,263 -6	-0.1%	-$567	0.08%	125
2019 Q3	$790K	Sell	9,269 -155	-2%	-$12.5K	0.08%	124
2019 Q2	$807K	Sell	9,424 -55	-0.6%	-$4.54K	0.09%	118
2019 Q1	$804K	Sell	9,479 -2	-0%	-$165	0.09%	113
2018 Q4	$711K	Sell	9,481 -324	-3%	-$28.5K	0.09%	113
2018 Q3	$1.11M	Buy	9,805 +25	+0.3%	+$2.84K	0.15%	86
2018 Q2	$1.08M	Buy	9,780 +268	+3%	+$30.1K	0.16%	81
2018 Q1	$882K	Buy	9,512 +530	+6%	+$49.5K	0.14%	81
2017 Q4	$826K	Buy	8,982 +500	+6%	+$41.3K	0.14%	77
2017 Q3	$653K	Hold	8,482	–	–	0.12%	88
2017 Q2	$572K	Hold	8,482	–	–	0.11%	90
2017 Q1	$562K	Hold	8,482	–	–	0.11%	90
2016 Q4	$579K	Hold	8,482	–	–	0.12%	87
2016 Q3	$450K	Buy	8,482 +43	+0.5%	+$2.29K	0.11%	92
2016 Q2	$430K	Buy	+8,439	New	+$478K	0.11%	89

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Mission Wealth Management increased its Valero Energy (VLO) stake by 0.82% in Q1 2026, buying an estimated $4.95K and bringing the position to 2,944 shares worth $727K. The position accounts for 0.02% of the portfolio, ranked #394.

Mission Wealth Management first reported a position in VLO in Q2 2016 and has held it in 38 quarters since. The position peaked at $1.11M in Q3 2018. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Mission Wealth Management held 2,944 shares of Valero Energy worth $727K as of Q1 2026.
Mission Wealth Management bought 24 Valero Energy shares in Q1 2026, an estimated $4.95K.
Valero Energy made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #394 holding.
Mission Wealth Management first reported a position in Valero Energy in Q2 2016 and has held it in 38 quarters since.
Mission Wealth Management's Valero Energy position peaked at $1.11M in Q3 2018.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.