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Prosperity Consulting Group’s Valero Energy VLO Stock Holding History

Prosperity Consulting Group’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 		$4.1M Sell
16,590
-1,442
-8% -$297K 0.18% 91
2025
Q4 		$2.94M Sell
18,032
-229
-1% -$38.8K 0.13% 118
2025
Q3 		$3.11M Sell
18,261
-168
-0.9% -$25.1K 0.15% 115
2025
Q2 		$2.48M Sell
18,429
-909
-5% -$113K 0.18% 125
2025
Q1 		$2.55M Sell
19,338
-764
-4% -$101K 0.2% 116
2024
Q4 		$2.46M Buy
20,102
+2,134
+12% +$285K 0.19% 125
2024
Q3 		$2.43M Buy
+17,968
New +$2.61M 0.19% 126

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

Prosperity Consulting Group's VLO Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Valero Energy (VLO) stake by 8% in Q1 2026, selling an estimated $297K and leaving 16,590 shares worth $4.1M. The position accounts for 0.18% of the portfolio, ranked #91.

Prosperity Consulting Group first reported a position in VLO in Q3 2024 and has held it in 7 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Prosperity Consulting Group held 16,590 shares of Valero Energy worth $4.1M as of Q1 2026.
  • Prosperity Consulting Group sold 1,442 Valero Energy shares in Q1 2026, an estimated $297K.
  • Valero Energy made up 0.18% of Prosperity Consulting Group's portfolio in Q1 2026, its #91 holding.
  • Prosperity Consulting Group first reported a position in Valero Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.