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Narus Financial Partners’s Valero Energy VLO Stock Holding History

Narus Financial Partners’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 		$516K Buy
2,087
+151
+8% +$31.1K 0.14% 98
2025
Q4 		$315K Hold
1,936
– – 0.09% 132
2025
Q3 		$330K Buy
1,936
+128
+7% +$19.1K 0.09% 128
2025
Q2 		$243K Buy
1,808
+223
+14% +$27.8K 0.08% 135
2025
Q1 		$209K Buy
+1,585
New +$210K 0.07% 146
2024
Q3 		– Sell
-1,525
Closed -$239K – 156
2024
Q2 		$239K Sell
1,525
-140
-8% -$22.6K 0.1% 126
2024
Q1 		$284K Sell
1,665
-99
-6% -$14.2K 0.12% 115
2023
Q4 		$229K Sell
1,764
-63
-3% -$8.02K 0.11% 123
2023
Q3 		$259K Buy
1,827
+103
+6% +$13.5K 0.13% 99
2023
Q2 		$202K Buy
1,724
+229
+15% +$26.6K 0.1% 118
2023
Q1 		$209K Buy
+1,495
New +$201K 0.11% 108
2019
Q4 		$583K Sell
6,229
-636
-9% -$60.1K 0.41% 27
2019
Q3 		$585K Sell
6,865
-13
-0.2% -$1.05K 0.43% 23
2019
Q2 		$589K Buy
+6,878
New +$568K 0.46% 20
2017
Q3 		$547K Buy
7,114
+432
+6% +$29.8K 0.48% 31
2017
Q2 		$451K Sell
6,682
-486
-7% -$31.5K 0.42% 34
2017
Q1 		$475K Buy
7,168
+1,247
+21% +$83.5K 0.46% 32
2016
Q4 		$405K Buy
+5,921
New +$364K 0.43% 35

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

Narus Financial Partners's VLO Position: Q1 2026 in Review

Narus Financial Partners increased its Valero Energy (VLO) stake by 7.8% in Q1 2026, buying an estimated $31.1K and bringing the position to 2,087 shares worth $516K. The position accounts for 0.14% of the portfolio, ranked #98.

Narus Financial Partners first reported a position in VLO in Q4 2016 and has held it in 18 quarters since. The position peaked at $589K in Q2 2019. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Narus Financial Partners held 2,087 shares of Valero Energy worth $516K as of Q1 2026.
  • Narus Financial Partners bought 151 Valero Energy shares in Q1 2026, an estimated $31.1K.
  • Valero Energy made up 0.14% of Narus Financial Partners's portfolio in Q1 2026, its #98 holding.
  • Narus Financial Partners first reported a position in Valero Energy in Q4 2016 and has held it in 18 quarters since.
  • Narus Financial Partners's Valero Energy position peaked at $589K in Q2 2019.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.