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Navigoe Wealth Management’s Valero Energy VLO Stock Holding History

Navigoe 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 		– Sell
-5,000
Closed -$813K – 271
2025
Q4 		$813K Hold
5,000
– – 0.5% 24
2025
Q3 		$851K Hold
5,000
– – 0.54% 24
2025
Q2 		$672K Hold
5,000
– – 0.51% 25
2025
Q1 		$660K Hold
5,000
– – 0.57% 25
2024
Q4 		$612K Buy
+5,000
New +$669K 0.6% 23

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Navigoe Wealth Management sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 5,000 shares — an estimated $813K sold.

Navigoe Wealth Management first reported a position in VLO in Q4 2024 and held it in 5 quarters. The position peaked at $851K in Q3 2025. 1,871 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Navigoe Wealth Management reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
  • Navigoe Wealth Management sold 5,000 Valero Energy shares in Q1 2026, an estimated $813K.
  • Navigoe Wealth Management first reported a position in Valero Energy in Q4 2024 and held it in 5 quarters.
  • Navigoe Wealth Management's Valero Energy position peaked at $851K in Q3 2025.
  • 1,871 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.