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Stiles Financial Services’s Valero Energy VLO Stock Holding History

Stiles Financial Services’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 		$4.76M Buy
19,260
+47
+0.2% +$9.69K 1.45% 12
2025
Q4 		$3.13M Buy
19,213
+630
+3% +$107K 0.96% 27
2025
Q3 		$3.16M Buy
18,583
+827
+5% +$123K 1% 26
2025
Q2 		$2.39M Buy
17,756
+1,446
+9% +$180K 0.82% 41
2025
Q1 		$2.15M Buy
16,310
+790
+5% +$105K 0.83% 40
2024
Q4 		$1.9M Buy
15,520
+2,664
+21% +$356K 0.69% 48
2024
Q3 		$1.74M Buy
12,856
+972
+8% +$141K 0.61% 54
2024
Q2 		$1.86M Buy
11,884
+3,104
+35% +$501K 0.72% 47
2024
Q1 		$1.5M Buy
8,780
+1,165
+15% +$167K 0.6% 56
2023
Q4 		$991K Buy
7,615
+2,529
+50% +$322K 0.45% 71
2023
Q3 		$721K Buy
5,086
+2,632
+107% +$345K 0.37% 80
2023
Q2 		$288K Buy
+2,454
New +$285K 0.14% 148

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

Stiles Financial Services's VLO Position: Q1 2026 in Review

Stiles Financial Services increased its Valero Energy (VLO) stake by 0.24% in Q1 2026, buying an estimated $9.69K and bringing the position to 19,260 shares worth $4.76M. The position accounts for 1.45% of the portfolio, ranked #12.

Stiles Financial Services first reported a position in VLO in Q2 2023 and has held it in 12 quarters since. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Stiles Financial Services held 19,260 shares of Valero Energy worth $4.76M as of Q1 2026.
  • Stiles Financial Services bought 47 Valero Energy shares in Q1 2026, an estimated $9.69K.
  • Valero Energy made up 1.45% of Stiles Financial Services's portfolio in Q1 2026, its #12 holding.
  • Stiles Financial Services first reported a position in Valero Energy in Q2 2023 and has held it in 12 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.