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SFG Wealth Management’s Valero Energy VLO Stock Holding History

SFG 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 		– Sell
-1,357
Closed -$221K – 133
2025
Q4 		$221K Hold
1,357
– – 0.09% 125
2025
Q3 		$231K Buy
+1,357
New +$202K 0.1% 123
2023
Q1 		– Sell
-2,143
Closed -$272K – 94
2022
Q4 		$272K Hold
2,143
– – 0.34% 54
2022
Q3 		$229K Sell
2,143
-499
-19% -$54.9K 0.31% 64
2022
Q2 		$281K Sell
2,642
-416
-14% -$49.2K 0.33% 60
2022
Q1 		$311K Hold
3,058
– – 0.29% 60
2021
Q4 		$230K Buy
+3,058
New +$228K 0.2% 89

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

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

SFG Wealth Management sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 1,357 shares — an estimated $221K sold.

SFG Wealth Management first reported a position in VLO in Q4 2021 and held it in 7 quarters. The position peaked at $311K in Q1 2022. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • SFG Wealth Management reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 1,357 Valero Energy shares in Q1 2026, an estimated $221K.
  • SFG Wealth Management first reported a position in Valero Energy in Q4 2021 and held it in 7 quarters.
  • SFG Wealth Management's Valero Energy position peaked at $311K in Q1 2022.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.