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Potentia Wealth’s Valero Energy VLO Stock Holding History

Potentia Wealth’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 		$213K Sell
860
-587
-41% -$121K 0.08% 87
2025
Q4 		$236K Hold
1,447
– – 0.09% 88
2025
Q3 		$246K Sell
1,447
-269
-16% -$40.1K 0.09% 87
2025
Q2 		$231K Sell
1,716
-512
-23% -$63.8K 0.13% 65
2025
Q1 		$294K Sell
2,228
-717
-24% -$95.1K 0.14% 77
2024
Q4 		$361K Buy
+2,945
New +$394K 0.16% 76

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

Potentia Wealth's VLO Position: Q1 2026 in Review

Potentia Wealth reduced its Valero Energy (VLO) stake by 41% in Q1 2026, selling an estimated $121K and leaving 860 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #87.

Potentia Wealth first reported a position in VLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $361K in Q4 2024. 1,863 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Potentia Wealth held 860 shares of Valero Energy worth $213K as of Q1 2026.
  • Potentia Wealth sold 587 Valero Energy shares in Q1 2026, an estimated $121K.
  • Valero Energy made up 0.08% of Potentia Wealth's portfolio in Q1 2026, its #87 holding.
  • Potentia Wealth first reported a position in Valero Energy in Q4 2024 and has held it in 6 quarters since.
  • Potentia Wealth's Valero Energy position peaked at $361K in Q4 2024.
  • 1,863 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.