Sigma Planning Corp’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.25M | Buy |
13,155
+30
| +0.2% | +$6.18K | 0.09% | 239 |
|
|
2025
Q4 | $2.14M | Buy |
13,125
+308
| +2% | +$52.2K | 0.06% | 322 |
|
|
2025
Q3 | $2.18M | Buy |
12,817
+5,784
| +82% | +$863K | 0.06% | 301 |
|
|
2025
Q2 | $945K | Sell |
7,033
-347
| -5% | -$43.2K | 0.03% | 520 |
|
|
2025
Q1 | $975K | Sell |
7,380
-660
| -8% | -$87.6K | 0.03% | 501 |
|
|
2024
Q4 | $986K | Buy |
8,040
+476
| +6% | +$63.7K | 0.03% | 489 |
|
|
2024
Q3 | $1.02M | Sell |
7,564
-97
| -1% | -$14.1K | 0.03% | 491 |
|
|
2024
Q2 | $1.2M | Buy |
7,661
+624
| +9% | +$101K | 0.04% | 425 |
|
|
2024
Q1 | $1.2M | Buy |
7,037
+3,045
| +76% | +$436K | 0.04% | 451 |
|
|
2023
Q4 | $519K | Sell |
3,992
-6,632
| -62% | -$844K | 0.04% | 446 |
|
|
2023
Q3 | $1.51M | Sell |
10,624
-753
| -7% | -$98.6K | 0.06% | 338 |
|
|
2023
Q2 | $1.33M | Sell |
11,377
-3,281
| -22% | -$381K | 0.05% | 373 |
|
|
2023
Q1 | $2.05M | Sell |
14,658
-590
| -4% | -$79.3K | 0.07% | 292 |
|
|
2022
Q4 | $1.93M | Buy |
15,248
+2,912
| +24% | +$366K | 0.07% | 287 |
|
|
2022
Q3 | $1.32M | Buy |
12,336
+381
| +3% | +$41.9K | 0.05% | 361 |
|
|
2022
Q2 | $1.27M | Buy |
11,955
+1,935
| +19% | +$229K | 0.04% | 384 |
|
|
2022
Q1 | $1.02M | Buy |
10,020
+200
| +2% | +$17.3K | 0.03% | 531 |
|
|
2021
Q4 | $738K | Buy |
9,820
+100
| +1% | +$7.45K | 0.02% | 671 |
|
|
2021
Q3 | $686K | Buy |
9,720
+21
| +0.2% | +$1.4K | 0.02% | 683 |
|
|
2021
Q2 | $757K | Sell |
9,699
-4,488
| -32% | -$348K | 0.02% | 653 |
|
|
2021
Q1 | $1.02M | Buy |
14,187
+3,509
| +33% | +$238K | 0.03% | 495 |
|
|
2020
Q4 | $604K | Buy |
10,678
+361
| +3% | +$17.7K | 0.02% | 624 |
|
|
2020
Q3 | $447K | Sell |
10,317
-109
| -1% | -$5.71K | 0.02% | 644 |
|
|
2020
Q2 | $613K | Sell |
10,426
-2,217
| -18% | -$132K | 0.03% | 518 |
|
|
2020
Q1 | $574K | Buy |
12,643
+2,932
| +30% | +$213K | 0.03% | 449 |
|
|
2019
Q4 | $909K | Sell |
9,711
-690
| -7% | -$65.2K | 0.04% | 431 |
|
|
2019
Q3 | $887K | Buy |
10,401
+1,056
| +11% | +$85.4K | 0.04% | 402 |
|
|
2019
Q2 | $800K | Sell |
9,345
-1,217
| -12% | -$100K | 0.04% | 401 |
|
|
2019
Q1 | $896K | Buy |
10,562
+618
| +6% | +$51.1K | 0.05% | 345 |
|
|
2018
Q4 | $746K | Buy |
9,944
+4,815
| +94% | +$423K | 0.05% | 318 |
|
|
2018
Q3 | $583K | Sell |
5,129
-4,977
| -49% | -$565K | 0.03% | 438 |
|
|
2018
Q2 | $1.12M | Buy |
10,106
+457
| +5% | +$51.3K | 0.08% | 257 |
|
|
2018
Q1 | $895K | Sell |
9,649
-1,966
| -17% | -$184K | 0.07% | 284 |
|
|
2017
Q4 | $1.07M | Buy |
11,615
+98
| +0.9% | +$8.09K | 0.08% | 255 |
|
|
2017
Q3 | $886K | Sell |
11,517
-6,204
| -35% | -$427K | 0.07% | 271 |
|
|
2017
Q2 | $1.2M | Sell |
17,721
-357
| -2% | -$23.2K | 0.11% | 213 |
|
|
2017
Q1 | $1.2M | Buy |
18,078
+1,690
| +10% | +$113K | 0.12% | 211 |
|
|
2016
Q4 | $1.12M | Buy |
16,388
+10,640
| +185% | +$655K | 0.12% | 199 |
|
|
2016
Q3 | $305K | Buy |
5,748
+24
| +0.4% | +$1.28K | 0.04% | 511 |
|
|
2016
Q2 | $292K | Buy |
5,724
+2,289
| +67% | +$130K | 0.04% | 487 |
|
|
2016
Q1 | $220K | Sell |
3,435
-2,553
| -43% | -$162K | 0.03% | 569 |
|
|
2015
Q4 | $423K | Sell |
5,988
-3,293
| -35% | -$224K | 0.06% | 360 |
|
|
2015
Q3 | $558K | Buy |
9,281
+1,989
| +27% | +$126K | 0.09% | 267 |
|
|
2015
Q2 | $457K | Buy |
7,292
+1,282
| +21% | +$75.7K | 0.06% | 361 |
|
|
2015
Q1 | $382K | Sell |
6,010
-6,787
| -53% | -$379K | 0.05% | 444 |
|
|
2014
Q4 | $633K | Buy |
+12,797
| New | +$620K | 0.08% | 279 |
|
Other funds holding VLO
VCM
VPM
Sigma Planning Corp's VLO Position: Q1 2026 in Review
Sigma Planning Corp increased its Valero Energy (VLO) stake by 0.23% in Q1 2026, buying an estimated $6.18K and bringing the position to 13,155 shares worth $3.25M. The position accounts for 0.09% of the portfolio, ranked #239.
Sigma Planning Corp first reported a position in VLO in Q4 2014 and has held it in 46 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.
- Sigma Planning Corp held 13,155 shares of Valero Energy worth $3.25M as of Q1 2026.
- Sigma Planning Corp bought 30 Valero Energy shares in Q1 2026, an estimated $6.18K.
- Valero Energy made up 0.09% of Sigma Planning Corp's portfolio in Q1 2026, its #239 holding.
- Sigma Planning Corp first reported a position in Valero Energy in Q4 2014 and has held it in 46 quarters since.
- 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.