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NewEdge Wealth’s Valero Energy VLO Stock Holding History

NewEdge Wealth’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 		$2.27M Sell
9,167
-4,597
-33% -$948K 0.03% 395
2025
Q4 		$2.24M Buy
13,764
+2,585
+23% +$438K 0.03% 422
2025
Q3 		$1.9M Buy
11,179
+1,589
+17% +$237K 0.03% 410
2025
Q2 		$1.27M Buy
9,590
+7,552
+371% +$941K 0.02% 476
2025
Q1 		$269K Sell
2,038
-219
-10% -$29.1K ﹤0.01% 799
2024
Q4 		$277K Sell
2,257
-400
-15% -$53.5K ﹤0.01% 785
2024
Q3 		$359K Buy
2,657
+321
+14% +$46.6K 0.01% 685
2024
Q2 		$366K Sell
2,336
-201
-8% -$32.4K 0.01% 608
2024
Q1 		$399K Sell
2,537
-76
-3% -$10.9K 0.01% 608
2023
Q4 		$340K Sell
2,613
-293
-10% -$37.3K 0.01% 590
2023
Q3 		$412K Sell
2,906
-182
-6% -$23.8K 0.01% 482
2023
Q2 		$362K Buy
3,088
+8
+0.3% +$930 0.01% 513
2023
Q1 		$430K Buy
+3,080
New +$414K 0.02% 436

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

NewEdge Wealth's VLO Position: Q1 2026 in Review

NewEdge Wealth reduced its Valero Energy (VLO) stake by 33% in Q1 2026, selling an estimated $948K and leaving 9,167 shares worth $2.27M. The position accounts for 0.03% of the portfolio, ranked #395.

NewEdge Wealth first reported a position in VLO in Q1 2023 and has held it in 13 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • NewEdge Wealth held 9,167 shares of Valero Energy worth $2.27M as of Q1 2026.
  • NewEdge Wealth sold 4,597 Valero Energy shares in Q1 2026, an estimated $948K.
  • Valero Energy made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #395 holding.
  • NewEdge Wealth first reported a position in Valero Energy in Q1 2023 and has held it in 13 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.