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Savvy Advisors Inc’s Valero Energy VLO Stock Holding History

Savvy Advisors Inc’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 		$1.7M Buy
6,897
+1,070
+18% +$221K 0.05% 301
2025
Q4 		$949K Buy
5,827
+899
+18% +$152K 0.03% 373
2025
Q3 		$839K Buy
4,928
+856
+21% +$128K 0.04% 303
2025
Q2 		$547K Buy
4,072
+1,209
+42% +$151K 0.04% 335
2025
Q1 		$378K Buy
2,863
+107
+4% +$14.2K 0.04% 340
2024
Q4 		$338K Buy
+2,756
New +$369K 0.04% 318

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

Savvy Advisors Inc's VLO Position: Q1 2026 in Review

Savvy Advisors Inc increased its Valero Energy (VLO) stake by 18% in Q1 2026, buying an estimated $221K and bringing the position to 6,897 shares worth $1.7M. The position accounts for 0.05% of the portfolio, ranked #301.

Savvy Advisors Inc first reported a position in VLO in Q4 2024 and has held it in 6 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Savvy Advisors Inc held 6,897 shares of Valero Energy worth $1.7M as of Q1 2026.
  • Savvy Advisors Inc bought 1,070 Valero Energy shares in Q1 2026, an estimated $221K.
  • Valero Energy made up 0.05% of Savvy Advisors Inc's portfolio in Q1 2026, its #301 holding.
  • Savvy Advisors Inc first reported a position in Valero Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.