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Sound View Wealth Advisors Group’s Valero Energy VLO Stock Holding History

Sound View Wealth Advisors 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 		$369K Buy
1,492
+1
+0.1% +$206 0.03% 314
2025
Q4 		$243K Buy
1,491
+2
+0.1% +$339 0.02% 380
2025
Q3 		$254K Buy
1,489
+1
+0.1% +$149 0.02% 376
2025
Q2 		$200K Buy
+1,488
New +$185K 0.01% 416

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

Sound View Wealth Advisors Group's VLO Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Valero Energy (VLO) stake by 0.07% in Q1 2026, buying an estimated $206 and bringing the position to 1,492 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #314.

Sound View Wealth Advisors Group first reported a position in VLO in Q2 2025 and has held it in 4 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Sound View Wealth Advisors Group held 1,492 shares of Valero Energy worth $369K as of Q1 2026.
  • Sound View Wealth Advisors Group bought 1 Valero Energy share in Q1 2026, an estimated $206.
  • Valero Energy made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #314 holding.
  • Sound View Wealth Advisors Group first reported a position in Valero Energy in Q2 2025 and has held it in 4 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.