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Opal Wealth Advisors’s Valero Energy VLO Stock Holding History

Opal Wealth Advisors’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 		$392K Sell
1,589
-342
-18% -$70.5K 0.09% 121
2025
Q4 		$314K Sell
1,931
-26
-1% -$4.41K 0.08% 154
2025
Q3 		$333K Buy
1,957
+27
+1% +$4.03K 0.09% 132
2025
Q2 		$259K Sell
1,930
-1
-0.1% -$125 0.07% 160
2025
Q1 		$255K Buy
+1,931
New +$256K 0.08% 144
2024
Q4 		– Sell
-1,834
Closed -$248K – 205
2024
Q3 		$248K Buy
1,834
+82
+5% +$11.9K 0.08% 156
2024
Q2 		$275K Buy
1,752
+414
+31% +$66.8K 0.09% 130
2024
Q1 		$228K Buy
+1,338
New +$192K 0.08% 156
2023
Q1 		– Sell
-3,496
Closed -$444K – 140
2022
Q4 		$444K Sell
3,496
-8
-0.2% -$1K 0.24% 58
2022
Q3 		$374K Hold
3,504
– – 0.27% 53
2022
Q2 		$372K Buy
3,504
+8
+0.2% +$947 0.25% 54
2022
Q1 		$355K Buy
3,496
+9
+0.3% +$781 0.31% 53
2021
Q4 		$262K Sell
3,487
-15,439
-82% -$1.15M 0.17% 92
2021
Q3 		$1.34M Buy
18,926
+14,851
+364% +$988K 1.28% 12
2021
Q2 		$318K Buy
4,075
+725
+22% +$56.1K 0.3% 48
2021
Q1 		$240K Buy
+3,350
New +$228K 0.26% 62

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

Opal Wealth Advisors's VLO Position: Q1 2026 in Review

Opal Wealth Advisors reduced its Valero Energy (VLO) stake by 18% in Q1 2026, selling an estimated $70.5K and leaving 1,589 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #121.

Opal Wealth Advisors first reported a position in VLO in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.34M in Q3 2021. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Opal Wealth Advisors held 1,589 shares of Valero Energy worth $392K as of Q1 2026.
  • Opal Wealth Advisors sold 342 Valero Energy shares in Q1 2026, an estimated $70.5K.
  • Valero Energy made up 0.09% of Opal Wealth Advisors's portfolio in Q1 2026, its #121 holding.
  • Opal Wealth Advisors first reported a position in Valero Energy in Q1 2021 and has held it in 16 quarters since.
  • Opal Wealth Advisors's Valero Energy position peaked at $1.34M in Q3 2021.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.