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Personal CFO Solutions’s Valero Energy VLO Stock Holding History

Personal CFO Solutions’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 		$1.44M Sell
5,822
-560
-9% -$115K 0.2% 82
2025
Q4 		$1.04M Sell
6,382
-165
-3% -$28K 0.17% 118
2025
Q3 		$1.11M Sell
6,547
-46
-0.7% -$6.86K 0.2% 100
2025
Q2 		$886K Buy
6,593
+192
+3% +$23.9K 0.16% 132
2025
Q1 		$845K Sell
6,401
-321
-5% -$42.6K 0.17% 127
2024
Q4 		$824K Buy
6,722
+43
+0.6% +$5.75K 0.16% 125
2024
Q3 		$902K Buy
6,679
+283
+4% +$41.1K 0.13% 162
2024
Q2 		$1M Sell
6,396
-293
-4% -$47.3K 0.15% 128
2024
Q1 		$1.14M Buy
6,689
+187
+3% +$26.8K 0.18% 113
2023
Q4 		$845K Buy
6,502
+853
+15% +$109K 0.15% 149
2023
Q3 		$801K Sell
5,649
-170
-3% -$22.3K 0.16% 126
2023
Q2 		$683K Sell
5,819
-471
-7% -$54.7K 0.14% 145
2023
Q1 		$878K Sell
6,290
-6
-0.1% -$806 0.18% 104
2022
Q4 		$799K Buy
6,296
+4,258
+209% +$534K 0.17% 115
2022
Q3 		$218K Buy
+2,038
New +$224K 0.05% 344
2020
Q1 		– Sell
-3,080
Closed -$286K – 371
2019
Q4 		$286K Sell
3,080
-1,747
-36% -$165K 0.08% 223
2019
Q3 		$495K Buy
+4,827
New +$390K 0.2% 126

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

Personal CFO Solutions's VLO Position: Q1 2026 in Review

Personal CFO Solutions reduced its Valero Energy (VLO) stake by 8.8% in Q1 2026, selling an estimated $115K and leaving 5,822 shares worth $1.44M. The position accounts for 0.2% of the portfolio, ranked #82.

Personal CFO Solutions first reported a position in VLO in Q3 2019 and has held it in 17 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Personal CFO Solutions held 5,822 shares of Valero Energy worth $1.44M as of Q1 2026.
  • Personal CFO Solutions sold 560 Valero Energy shares in Q1 2026, an estimated $115K.
  • Valero Energy made up 0.2% of Personal CFO Solutions's portfolio in Q1 2026, its #82 holding.
  • Personal CFO Solutions first reported a position in Valero Energy in Q3 2019 and has held it in 17 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.