PPW
VLO icon

Parcion Private Wealth’s Valero Energy VLO Stock Holding History

Parcion Private 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 		$563K Sell
2,280
-24
-1% -$4.95K 0.03% 212
2025
Q4 		$375K Buy
2,304
+21
+0.9% +$3.56K 0.02% 284
2025
Q3 		$389K Buy
2,283
+102
+5% +$15.2K 0.02% 232
2025
Q2 		$293K Sell
2,181
-433
-17% -$54K 0.02% 235
2025
Q1 		$345K Buy
2,614
+915
+54% +$121K 0.03% 202
2024
Q4 		$208K Buy
+1,699
New +$227K 0.02% 234

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

Parcion Private Wealth's VLO Position: Q1 2026 in Review

Parcion Private Wealth reduced its Valero Energy (VLO) stake by 1% in Q1 2026, selling an estimated $4.95K and leaving 2,280 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #212.

Parcion Private Wealth first reported a position in VLO in Q4 2024 and has held it in 6 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Parcion Private Wealth held 2,280 shares of Valero Energy worth $563K as of Q1 2026.
  • Parcion Private Wealth sold 24 Valero Energy shares in Q1 2026, an estimated $4.95K.
  • Valero Energy made up 0.03% of Parcion Private Wealth's portfolio in Q1 2026, its #212 holding.
  • Parcion Private Wealth first reported a position in Valero Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.