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QTR Family Wealth’s Valero Energy VLO Stock Holding History

QTR Family 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 		$553K Buy
2,346
+1
+0% +$206 0.23% 107
2025
Q4 		$468K Sell
2,345
-4
-0.2% -$678 0.21% 114
2025
Q3 		$400K Buy
2,349
+16
+0.7% +$2.39K 0.19% 117
2025
Q2 		$314K Buy
2,333
+325
+16% +$40.5K 0.19% 115
2025
Q1 		$265K Buy
+2,008
New +$266K 0.2% 125

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

QTR Family Wealth's VLO Position: Q1 2026 in Review

QTR Family Wealth increased its Valero Energy (VLO) stake by 0.04% in Q1 2026, buying an estimated $206 and bringing the position to 2,346 shares worth $553K. The position accounts for 0.23% of the portfolio, ranked #107.

QTR Family Wealth first reported a position in VLO in Q1 2025 and has held it in 5 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • QTR Family Wealth held 2,346 shares of Valero Energy worth $553K as of Q1 2026.
  • QTR Family Wealth bought 1 Valero Energy share in Q1 2026, an estimated $206.
  • Valero Energy made up 0.23% of QTR Family Wealth's portfolio in Q1 2026, its #107 holding.
  • QTR Family Wealth first reported a position in Valero Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.