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Phoenix Financial’s Valero Energy VLO Stock Holding History

Phoenix Financial’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 		$1.32M Buy
5,350
+226
+4% +$46.6K 0.01% 203
2025
Q4 		$834K Sell
5,124
-5,767
-53% -$977K 0.01% 243
2025
Q3 		$1.85M Sell
10,891
-20,890
-66% -$3.12M 0.02% 188
2025
Q2 		$4.27M Buy
31,781
+5,101
+19% +$636K 0.06% 144
2025
Q1 		$3.52M Sell
26,680
-3,302
-11% -$438K 0.05% 148
2024
Q4 		$3.68M Sell
29,982
-3,444
-10% -$461K 0.05% 156
2024
Q3 		$4.51M Buy
33,426
+806
+2% +$117K 0.07% 143
2024
Q2 		$5.11M Buy
32,620
+1,495
+5% +$241K 0.08% 133
2024
Q1 		$5.31M Buy
31,125
+2,684
+9% +$385K 0.07% 131
2023
Q4 		$4.16M Buy
28,441
+2,127
+8% +$271K 0.07% 130
2023
Q3 		$3.73M Buy
26,314
+21,981
+507% +$2.88M 0.07% 130
2023
Q2 		$508K Buy
4,333
+361
+9% +$42K 0.01% 244
2023
Q1 		$554K Sell
3,972
-3,000
-43% -$403K 0.01% 216
2022
Q4 		$884K Hold
6,972
– – 0.02% 189
2022
Q3 		$748K Buy
+6,972
New +$767K 0.02% 220

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's VLO Position: Q1 2026 in Review

Phoenix Financial increased its Valero Energy (VLO) stake by 4.4% in Q1 2026, buying an estimated $46.6K and bringing the position to 5,350 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #203.

Phoenix Financial first reported a position in VLO in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.31M in Q1 2024. 1,865 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Phoenix Financial held 5,350 shares of Valero Energy worth $1.32M as of Q1 2026.
  • Phoenix Financial bought 226 Valero Energy shares in Q1 2026, an estimated $46.6K.
  • Valero Energy made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #203 holding.
  • Phoenix Financial first reported a position in Valero Energy in Q3 2022 and has held it in 15 quarters since.
  • Phoenix Financial's Valero Energy position peaked at $5.31M in Q1 2024.
  • 1,865 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.