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Signature Wealth Management Group’s Valero Energy VLO Stock Holding History

Signature Wealth Management Group’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 		$7.1M Sell
28,738
-451
-2% -$93K 2.7% 3
2025
Q4 		$4.75M Sell
29,189
-1,018
-3% -$172K 1.94% 14
2025
Q3 		$5.14M Buy
30,207
+7,016
+30% +$1.05M 2% 14
2025
Q2 		$3.12M Buy
+23,191
New +$2.89M 1.23% 32
2023
Q1 		– Sell
-2,285
Closed -$290K – 97
2022
Q4 		$290K Sell
2,285
-343
-13% -$43.1K 0.14% 82
2022
Q3 		$281K Sell
2,628
-25,607
-91% -$2.82M 0.14% 81
2022
Q2 		$3M Sell
28,235
-22,959
-45% -$2.72M 1.46% 36
2022
Q1 		$5.2M Buy
51,194
+3,333
+7% +$289K 2.34% 5
2021
Q4 		$3.6M Sell
47,861
-2,421
-5% -$180K 1.81% 21
2021
Q3 		$3.55M Buy
50,282
+1,915
+4% +$127K 1.97% 14
2021
Q2 		$3.78M Buy
48,367
+214
+0.4% +$16.6K 2.1% 14
2021
Q1 		$3.45M Buy
48,153
+165
+0.3% +$11.2K 2.03% 12
2020
Q4 		$2.71M Buy
47,988
+7,422
+18% +$364K 1.71% 31
2020
Q3 		$1.76M Buy
40,566
+743
+2% +$38.9K 1.26% 38
2020
Q2 		$2.34M Buy
39,823
+1,275
+3% +$76.2K 1.79% 32
2020
Q1 		$1.75M Buy
38,548
+915
+2% +$66.5K 1.54% 34
2019
Q4 		$3.52M Buy
37,633
+89
+0.2% +$8.41K 2.23% 14
2019
Q3 		$3.2M Buy
37,544
+603
+2% +$48.7K 2.12% 23
2019
Q2 		$3.02M Buy
36,941
+23
+0.1% +$1.9K 2.02% 27
2019
Q1 		$3.13M Buy
36,918
+65
+0.2% +$5.37K 2.19% 18
2018
Q4 		$2.76M Sell
36,853
-91
-0.2% -$7.99K 2.14% 20
2018
Q3 		$3.23M Buy
36,944
+2,479
+7% +$282K 2.4% 11
2018
Q2 		$3.82M Sell
34,465
-157
-0.5% -$17.6K 2.83% 6
2018
Q1 		$3.21M Sell
34,622
-11,970
-26% -$1.12M 2.48% 9
2017
Q4 		$4.28M Buy
+46,592
New +$3.84M 3.14% 2

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Signature Wealth Management Group's VLO Position: Q1 2026 in Review

Signature Wealth Management Group reduced its Valero Energy (VLO) stake by 1.5% in Q1 2026, selling an estimated $93K and leaving 28,738 shares worth $7.1M. The position accounts for 2.7% of the portfolio, ranked #3.

Signature Wealth Management Group first reported a position in VLO in Q4 2017 and has held it in 25 quarters since. 1,871 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Signature Wealth Management Group held 28,738 shares of Valero Energy worth $7.1M as of Q1 2026.
  • Signature Wealth Management Group sold 451 Valero Energy shares in Q1 2026, an estimated $93K.
  • Valero Energy made up 2.7% of Signature Wealth Management Group's portfolio in Q1 2026, its #3 holding.
  • Signature Wealth Management Group first reported a position in Valero Energy in Q4 2017 and has held it in 25 quarters since.
  • 1,871 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.