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Stokes Family Office’s Valero Energy VLO Stock Holding History

Stokes Family Office’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 		$783K Sell
3,169
-185
-6% -$38.1K 0.08% 152
2025
Q4 		$546K Buy
+3,354
New +$568K 0.05% 183
2025
Q1 		– Sell
-3,174
Closed -$389K – 256
2024
Q4 		$389K Buy
+3,174
New +$425K 0.04% 180

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

Stokes Family Office's VLO Position: Q1 2026 in Review

Stokes Family Office reduced its Valero Energy (VLO) stake by 5.5% in Q1 2026, selling an estimated $38.1K and leaving 3,169 shares worth $783K. The position accounts for 0.08% of the portfolio, ranked #152.

Stokes Family Office first reported a position in VLO in Q4 2024 and has held it in 3 quarters since. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Stokes Family Office held 3,169 shares of Valero Energy worth $783K as of Q1 2026.
  • Stokes Family Office sold 185 Valero Energy shares in Q1 2026, an estimated $38.1K.
  • Valero Energy made up 0.08% of Stokes Family Office's portfolio in Q1 2026, its #152 holding.
  • Stokes Family Office first reported a position in Valero Energy in Q4 2024 and has held it in 3 quarters since.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.