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Sagespring Wealth Partners’s Valero Energy VLO Stock Holding History

Sagespring 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 		$1.2M Sell
4,850
-425
-8% -$87.6K 0.02% 281
2025
Q4 		$859K Buy
5,275
+280
+6% +$47.4K 0.02% 333
2025
Q3 		$850K Buy
4,995
+755
+18% +$113K 0.02% 332
2025
Q2 		$570K Buy
4,240
+1,696
+67% +$211K 0.01% 401
2025
Q1 		$336K Buy
2,544
+756
+42% +$100K 0.01% 477
2024
Q4 		$219K Buy
+1,788
New +$239K 0.01% 569

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

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

Sagespring Wealth Partners reduced its Valero Energy (VLO) stake by 8.1% in Q1 2026, selling an estimated $87.6K and leaving 4,850 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #281.

Sagespring Wealth Partners first reported a position in VLO in Q4 2024 and has held it in 6 quarters since. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Sagespring Wealth Partners held 4,850 shares of Valero Energy worth $1.2M as of Q1 2026.
  • Sagespring Wealth Partners sold 425 Valero Energy shares in Q1 2026, an estimated $87.6K.
  • Valero Energy made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #281 holding.
  • Sagespring Wealth Partners first reported a position in Valero Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.