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SHP Wealth Management’s Valero Energy VLO Stock Holding History

SHP 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 		$1.1M Buy
4,464
+31
+0.7% +$6.39K 0.08% 75
2025
Q4 		$721K Buy
+4,433
New +$751K 0.06% 109

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Valero Energy (VLO) stake by 0.7% in Q1 2026, buying an estimated $6.39K and bringing the position to 4,464 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #75.

SHP Wealth Management first reported a position in VLO in Q4 2025 and has held it in 2 quarters since. 1,865 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • SHP Wealth Management held 4,464 shares of Valero Energy worth $1.1M as of Q1 2026.
  • SHP Wealth Management bought 31 Valero Energy shares in Q1 2026, an estimated $6.39K.
  • Valero Energy made up 0.08% of SHP Wealth Management's portfolio in Q1 2026, its #75 holding.
  • SHP Wealth Management first reported a position in Valero Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,865 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.