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Patrick M. Sweeney & Associates’s Valero Energy VLO Stock Holding History

Patrick M. Sweeney & Associates’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 		$1.14M Sell
4,608
-55
-1% -$11.3K 0.73% 34
2025
Q4 		$759K Sell
4,663
-24
-0.5% -$4.07K 0.47% 54
2025
Q3 		$798K Buy
4,687
+50
+1% +$7.46K 0.52% 50
2025
Q2 		$670K Sell
4,637
-50
-1% -$6.23K 0.46% 53
2025
Q1 		$619K Hold
4,687
– – 0.46% 56
2024
Q4 		$575K Buy
4,687
+90
+2% +$12K 0.43% 61
2024
Q3 		$621K Hold
4,597
– – 0.46% 58
2024
Q2 		$721K Hold
4,597
– – 0.58% 42
2024
Q1 		$785K Buy
4,597
+165
+4% +$23.6K 0.65% 38
2023
Q4 		$576K Buy
+4,432
New +$564K 0.53% 45

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

Patrick M. Sweeney & Associates's VLO Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its Valero Energy (VLO) stake by 1.2% in Q1 2026, selling an estimated $11.3K and leaving 4,608 shares worth $1.14M. The position accounts for 0.73% of the portfolio, ranked #34.

Patrick M. Sweeney & Associates first reported a position in VLO in Q4 2023 and has held it in 10 quarters since. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Patrick M. Sweeney & Associates held 4,608 shares of Valero Energy worth $1.14M as of Q1 2026.
  • Patrick M. Sweeney & Associates sold 55 Valero Energy shares in Q1 2026, an estimated $11.3K.
  • Valero Energy made up 0.73% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #34 holding.
  • Patrick M. Sweeney & Associates first reported a position in Valero Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.