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Modern Wealth Management’s Valero Energy VLO Stock Holding History

Modern 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 		$494K Buy
2,046
+143
+8% +$29.5K 0.01% 582
2025
Q4 		$310K Buy
1,903
+294
+18% +$49.8K 0.01% 672
2025
Q3 		$274K Buy
1,609
+30
+2% +$4.47K 0.01% 671
2025
Q2 		$212K Buy
+1,579
New +$197K 0.01% 729

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

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

Modern Wealth Management increased its Valero Energy (VLO) stake by 7.5% in Q1 2026, buying an estimated $29.5K and bringing the position to 2,046 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #582.

Modern Wealth Management first reported a position in VLO in Q2 2025 and has held it in 4 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Modern Wealth Management held 2,046 shares of Valero Energy worth $494K as of Q1 2026.
  • Modern Wealth Management bought 143 Valero Energy shares in Q1 2026, an estimated $29.5K.
  • Valero Energy made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #582 holding.
  • Modern Wealth Management first reported a position in Valero Energy in Q2 2025 and has held it in 4 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.