PFA
VLO icon

Petra Financial Advisors’s Valero Energy VLO Stock Holding History

Petra Financial 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 		$1.61M Buy
6,509
+2,954
+83% +$609K 1% 25
2025
Q4 		$579K Sell
3,555
-87
-2% -$14.7K 0.34% 82
2025
Q3 		$620K Sell
3,642
-70
-2% -$10.4K 0.36% 80
2025
Q2 		$499K Sell
3,712
-68
-2% -$8.47K 0.32% 84
2025
Q1 		$499K Buy
3,780
+60
+2% +$7.96K 0.41% 56
2024
Q4 		$456K Sell
3,720
-10
-0.3% -$1.34K 0.31% 88
2024
Q3 		$504K Sell
3,730
-259
-6% -$37.6K 0.33% 82
2024
Q2 		$625K Sell
3,989
-48
-1% -$7.75K 0.45% 65
2024
Q1 		$682K Sell
4,037
-15
-0.4% -$2.15K 0.5% 62
2023
Q4 		$527K Sell
4,052
-1,452
-26% -$185K 0.44% 69
2023
Q3 		$780K Buy
5,504
+86
+2% +$11.3K 0.65% 47
2023
Q2 		$636K Sell
5,418
-175
-3% -$20.3K 0.57% 52
2023
Q1 		$781K Buy
5,593
+175
+3% +$23.5K 0.77% 29
2022
Q4 		$687K Buy
+5,418
New +$680K 0.76% 35

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

Petra Financial Advisors's VLO Position: Q1 2026 in Review

Petra Financial Advisors increased its Valero Energy (VLO) stake by 83% in Q1 2026, buying an estimated $609K and bringing the position to 6,509 shares worth $1.61M. The position accounts for 1% of the portfolio, ranked #25.

Petra Financial Advisors first reported a position in VLO in Q4 2022 and has held it in 14 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Petra Financial Advisors held 6,509 shares of Valero Energy worth $1.61M as of Q1 2026.
  • Petra Financial Advisors bought 2,954 Valero Energy shares in Q1 2026, an estimated $609K.
  • Valero Energy made up 1% of Petra Financial Advisors's portfolio in Q1 2026, its #25 holding.
  • Petra Financial Advisors first reported a position in Valero Energy in Q4 2022 and has held it in 14 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.