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Money Concepts Capital’s Valero Energy VLO Stock Holding History

Money Concepts Capital’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 		$600K Buy
2,429
+635
+35% +$131K 0.03% 358
2025
Q4 		$292K Buy
+1,794
New +$304K 0.02% 437
2023
Q1 		– Sell
-2,217
Closed -$281K – 2826
2022
Q4 		$281K Buy
2,217
+1,177
+113% +$148K 0.01% 575
2022
Q3 		$111K Buy
1,040
+71
+7% +$7.81K 0.01% 556
2022
Q2 		$105K Sell
969
-415
-30% -$49.1K 0.01% 554
2022
Q1 		$140K Sell
1,384
-5,704
-80% -$495K 0.01% 870
2021
Q4 		$532K Buy
+7,088
New +$528K 0.05% 305
2021
Q1 		$418K Buy
+5,843
New +$397K 0.03% 347

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

Money Concepts Capital's VLO Position: Q1 2026 in Review

Money Concepts Capital increased its Valero Energy (VLO) stake by 35% in Q1 2026, buying an estimated $131K and bringing the position to 2,429 shares worth $600K. The position accounts for 0.03% of the portfolio, ranked #358.

Money Concepts Capital first reported a position in VLO in Q1 2021 and has held it in 8 quarters since. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Money Concepts Capital held 2,429 shares of Valero Energy worth $600K as of Q1 2026.
  • Money Concepts Capital bought 635 Valero Energy shares in Q1 2026, an estimated $131K.
  • Valero Energy made up 0.03% of Money Concepts Capital's portfolio in Q1 2026, its #358 holding.
  • Money Concepts Capital first reported a position in Valero Energy in Q1 2021 and has held it in 8 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.