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Sovereign Financial Group’s Valero Energy VLO Stock Holding History

Sovereign Financial 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 		$1.19M Buy
4,822
+2,934
+155% +$605K 0.21% 88
2025
Q4 		$307K Sell
1,888
-1,038
-35% -$176K 0.05% 270
2025
Q3 		$498K Sell
2,926
-122
-4% -$18.2K 0.09% 190
2025
Q2 		$410K Buy
3,048
+8
+0.3% +$997 0.08% 209
2025
Q1 		$401K Sell
3,040
-9
-0.3% -$1.19K 0.09% 191
2024
Q4 		$374K Sell
3,049
-99
-3% -$13.2K 0.09% 210
2024
Q3 		$425K Sell
3,148
-6
-0.2% -$871 0.1% 180
2024
Q2 		$494K Buy
3,154
+1
+0% +$161 0.12% 154
2024
Q1 		$538K Buy
3,153
+1,401
+80% +$201K 0.14% 142
2023
Q4 		$228K Buy
1,752
+15
+0.9% +$1.91K 0.07% 221
2023
Q3 		$246K Sell
1,737
-505
-23% -$66.2K 0.09% 193
2023
Q2 		$263K Buy
2,242
+471
+27% +$54.7K 0.09% 198
2023
Q1 		$247K Sell
1,771
-546
-24% -$73.3K 0.09% 192
2022
Q4 		$294K Sell
2,317
-4,467
-66% -$561K 0.12% 170
2022
Q3 		$725K Buy
6,784
+2,323
+52% +$256K 0.29% 82
2022
Q2 		$474K Buy
+4,461
New +$528K 0.19% 112

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

Sovereign Financial Group's VLO Position: Q1 2026 in Review

Sovereign Financial Group increased its Valero Energy (VLO) stake by 155% in Q1 2026, buying an estimated $605K and bringing the position to 4,822 shares worth $1.19M. The position accounts for 0.21% of the portfolio, ranked #88.

Sovereign Financial Group first reported a position in VLO in Q2 2022 and has held it in 16 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Sovereign Financial Group held 4,822 shares of Valero Energy worth $1.19M as of Q1 2026.
  • Sovereign Financial Group bought 2,934 Valero Energy shares in Q1 2026, an estimated $605K.
  • Valero Energy made up 0.21% of Sovereign Financial Group's portfolio in Q1 2026, its #88 holding.
  • Sovereign Financial Group first reported a position in Valero Energy in Q2 2022 and has held it in 16 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.