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Redwood Wealth Management Group’s Valero Energy VLO Stock Holding History

Redwood Wealth Management 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 		$364K Buy
1,472
+1
+0.1% +$206 0.16% 113
2025
Q4 		$239K Sell
1,471
-23
-2% -$3.9K 0.1% 161
2025
Q3 		$254K Sell
1,494
-83
-5% -$12.4K 0.11% 153
2025
Q2 		$212K Sell
1,577
-8
-0.5% -$997 0.1% 170
2025
Q1 		$209K Buy
+1,585
New +$210K 0.11% 152
2024
Q4 		– Sell
-3,900
Closed -$527K – 169
2024
Q3 		$527K Sell
3,900
-163
-4% -$23.7K 0.26% 83
2024
Q2 		$637K Buy
4,063
+52
+1% +$8.39K 0.48% 44
2024
Q1 		$685K Sell
4,011
-132
-3% -$18.9K 0.73% 36
2023
Q4 		$539K Sell
4,143
-46
-1% -$5.85K 0.6% 46
2023
Q3 		$594K Sell
4,189
-177
-4% -$23.2K 0.69% 41
2023
Q2 		$512K Buy
4,366
+168
+4% +$19.5K 0.57% 51
2023
Q1 		$586K Buy
4,198
+107
+3% +$14.4K 0.66% 43
2022
Q4 		$519K Buy
+4,091
New +$514K 0.65% 44

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

Redwood Wealth Management Group's VLO Position: Q1 2026 in Review

Redwood Wealth Management Group increased its Valero Energy (VLO) stake by 0.07% in Q1 2026, buying an estimated $206 and bringing the position to 1,472 shares worth $364K. The position accounts for 0.16% of the portfolio, ranked #113.

Redwood Wealth Management Group first reported a position in VLO in Q4 2022 and has held it in 13 quarters since. The position peaked at $685K in Q1 2024. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Redwood Wealth Management Group held 1,472 shares of Valero Energy worth $364K as of Q1 2026.
  • Redwood Wealth Management Group bought 1 Valero Energy share in Q1 2026, an estimated $206.
  • Valero Energy made up 0.16% of Redwood Wealth Management Group's portfolio in Q1 2026, its #113 holding.
  • Redwood Wealth Management Group first reported a position in Valero Energy in Q4 2022 and has held it in 13 quarters since.
  • Redwood Wealth Management Group's Valero Energy position peaked at $685K in Q1 2024.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.