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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
2023
Q4 		– Sell
-6,700
Closed -$949K – 389
2023
Q3 		$949K Buy
+6,700
New +$878K 0.02% 231

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

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. 1,862 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.
  • 1,862 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.