SWA
VLO icon

SFMG Wealth Advisors’s Valero Energy VLO Stock Holding History

SFMG Wealth Advisors’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 		$377K Sell
1,524
-1,036
-40% -$214K 0.03% 223
2025
Q4 		$417K Buy
2,560
+136
+6% +$23K 0.03% 203
2025
Q3 		$413K Hold
2,424
– – 0.03% 197
2025
Q2 		$326K Sell
2,424
-7
-0.3% -$872 0.02% 197
2025
Q1 		$321K Buy
2,431
+200
+9% +$26.5K 0.03% 191
2024
Q4 		$273K Sell
2,231
-361
-14% -$48.3K 0.02% 211
2024
Q3 		$350K Buy
2,592
+16
+0.6% +$2.32K 0.03% 183
2024
Q2 		$404K Hold
2,576
– – 0.04% 163
2024
Q1 		$440K Sell
2,576
-1
-0% -$143 0.04% 158
2023
Q4 		$335K Sell
2,577
-99
-4% -$12.6K 0.03% 178
2023
Q3 		$379K Sell
2,676
-152
-5% -$19.9K 0.04% 156
2023
Q2 		$332K Sell
2,828
-450
-14% -$52.3K 0.03% 166
2023
Q1 		$458K Buy
3,278
+779
+31% +$105K 0.05% 138
2022
Q4 		$317K Buy
2,499
+361
+17% +$45.3K 0.04% 174
2022
Q3 		$246K Buy
2,138
+3
+0.1% +$330 0.03% 192
2022
Q2 		$227K Hold
2,135
– – 0.03% 216
2022
Q1 		$217K Buy
+2,135
New +$185K 0.02% 261
2020
Q1 		– Sell
-2,311
Closed -$216K – 182
2019
Q4 		$216K Buy
+2,311
New +$218K 0.03% 151
2019
Q1 		– Sell
-2,781
Closed -$208K – 153
2018
Q4 		$208K Buy
2,781
+131
+5% +$11.5K 0.03% 128
2018
Q3 		$243K Sell
2,650
-139
-5% -$15.8K 0.04% 115
2018
Q2 		$309K Buy
2,789
+536
+24% +$60.1K 0.05% 104
2018
Q1 		$209K Buy
2,253
+49
+2% +$4.57K 0.04% 138
2017
Q4 		$203K Buy
+2,204
New +$182K 0.03% 137

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

SFMG Wealth Advisors's VLO Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Valero Energy (VLO) stake by 40% in Q1 2026, selling an estimated $214K and leaving 1,524 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #223.

SFMG Wealth Advisors first reported a position in VLO in Q4 2017 and has held it in 23 quarters since. The position peaked at $458K in Q1 2023. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • SFMG Wealth Advisors held 1,524 shares of Valero Energy worth $377K as of Q1 2026.
  • SFMG Wealth Advisors sold 1,036 Valero Energy shares in Q1 2026, an estimated $214K.
  • Valero Energy made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #223 holding.
  • SFMG Wealth Advisors first reported a position in Valero Energy in Q4 2017 and has held it in 23 quarters since.
  • SFMG Wealth Advisors's Valero Energy position peaked at $458K in Q1 2023.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.