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Quotient Wealth Partners’s Valero Energy VLO Stock Holding History

Quotient Wealth Partners’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 		$438K Sell
1,774
-58
-3% -$12K 0.01% 219
2025
Q4 		$298K Buy
1,832
+94
+5% +$15.9K 0.01% 277
2025
Q3 		$296K Buy
+1,738
New +$259K 0.01% 277
2025
Q2 		– Sell
-1,524
Closed -$201K – 355
2025
Q1 		$201K Buy
+1,524
New +$202K 0.01% 325
2024
Q3 		– Sell
-1,301
Closed -$204K – 327
2024
Q2 		$204K Buy
1,301
+127
+11% +$20.5K 0.01% 302
2024
Q1 		$200K Buy
+1,174
New +$168K 0.01% 292

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

Quotient Wealth Partners's VLO Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Valero Energy (VLO) stake by 3.2% in Q1 2026, selling an estimated $12K and leaving 1,774 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #219.

Quotient Wealth Partners first reported a position in VLO in Q1 2024 and has held it in 6 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Quotient Wealth Partners held 1,774 shares of Valero Energy worth $438K as of Q1 2026.
  • Quotient Wealth Partners sold 58 Valero Energy shares in Q1 2026, an estimated $12K.
  • Valero Energy made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #219 holding.
  • Quotient Wealth Partners first reported a position in Valero Energy in Q1 2024 and has held it in 6 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

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