Principia Wealth Advisory’s Valero Energy VLO Stock Holding History

Principia Wealth Advisory’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
2025 Q4	$3.09K	Buy	19 +1	+6%	+$169	﹤0.01%	354
2025 Q3	$3.06K	Buy	18 +3	+20%	+$447	﹤0.01%	362
2025 Q2	$2.02K	Buy	15 +11	+275%	+$1.37K	﹤0.01%	384
2025 Q1	$464	Buy	4 +1	+33%	+$133	﹤0.01%	594
2024 Q4	$368	Buy	+3	New	+$401	﹤0.01%	629

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Principia Wealth Advisory's VLO Position: Q4 2025 in Review

Principia Wealth Advisory increased its Valero Energy (VLO) stake by 5.6% in Q4 2025, buying an estimated $169 and bringing the position to 19 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Principia Wealth Advisory first reported a position in VLO in Q4 2024 and has held it in 5 quarters since. 1,627 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

Principia Wealth Advisory held 19 shares of Valero Energy worth $3.09K as of Q4 2025.
Principia Wealth Advisory bought 1 Valero Energy share in Q4 2025, an estimated $169.
Valero Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #354 holding.
Principia Wealth Advisory first reported a position in Valero Energy in Q4 2024 and has held it in 5 quarters since.
1,627 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.