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Root Financial Partners’s Valero Energy VLO Stock Holding History

Root Financial 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 		$327K Buy
1,325
+178
+16% +$36.7K 0.02% 235
2025
Q4 		$187K Buy
1,147
+58
+5% +$9.83K 0.01% 314
2025
Q3 		$185K Buy
+1,089
New +$162K 0.01% 297

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

Root Financial Partners's VLO Position: Q1 2026 in Review

Root Financial Partners increased its Valero Energy (VLO) stake by 16% in Q1 2026, buying an estimated $36.7K and bringing the position to 1,325 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #235.

Root Financial Partners first reported a position in VLO in Q3 2025 and has held it in 3 quarters since. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Root Financial Partners held 1,325 shares of Valero Energy worth $327K as of Q1 2026.
  • Root Financial Partners bought 178 Valero Energy shares in Q1 2026, an estimated $36.7K.
  • Valero Energy made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #235 holding.
  • Root Financial Partners first reported a position in Valero Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.