RMG Wealth Management’s Valero Energy VLO Stock Holding History

RMG Wealth Management’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	$3.97K	Hold	16	–	–	﹤0.01%	408
2025 Q4	$3K	Buy	+16	New	+$2.71K	﹤0.01%	333

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RMG Wealth Management's VLO Position: Q1 2026 in Review

RMG Wealth Management held its Valero Energy (VLO) position steady in Q1 2026 at 16 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

RMG Wealth Management first reported a position in VLO in Q4 2025 and has held it in 2 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

RMG Wealth Management held 16 shares of Valero Energy worth $3.97K as of Q1 2026.
RMG Wealth Management left its Valero Energy share count unchanged in Q1 2026.
Valero Energy made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #408 holding.
RMG Wealth Management first reported a position in Valero Energy in Q4 2025 and has held it in 2 quarters since.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.