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Sather Financial Group’s Valero Energy VLO Stock Holding History

Sather Financial 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 		$1.36M Hold
5,494
– – 0.08% 38
2025
Q4 		$894K Sell
5,494
-17
-0.3% -$2.88K 0.05% 46
2025
Q3 		$938K Buy
5,511
+117
+2% +$17.4K 0.05% 46
2025
Q2 		$725K Buy
5,394
+2,200
+69% +$274K 0.04% 55
2025
Q1 		$422K Hold
3,194
– – 0.03% 58
2024
Q4 		$392K Hold
3,194
– – 0.02% 61
2024
Q3 		$431K Buy
+3,194
New +$464K 0.03% 60

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

Sather Financial Group's VLO Position: Q1 2026 in Review

Sather Financial Group held its Valero Energy (VLO) position steady in Q1 2026 at 5,494 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #38.

Sather Financial Group first reported a position in VLO in Q3 2024 and has held it in 7 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Sather Financial Group held 5,494 shares of Valero Energy worth $1.36M as of Q1 2026.
  • Sather Financial Group left its Valero Energy share count unchanged in Q1 2026.
  • Valero Energy made up 0.08% of Sather Financial Group's portfolio in Q1 2026, its #38 holding.
  • Sather Financial Group first reported a position in Valero Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.