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Strategic Financial Concepts’s Valero Energy VLO Stock Holding History

Strategic Financial Concepts’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 		$353K Buy
+1,429
New +$295K 0.09% 191
2025
Q4 		– Sell
-4,355
Closed -$742K – 298
2025
Q3 		$742K Buy
+4,355
New +$649K 0.11% 100
2025
Q2 		– Sell
-1,606
Closed -$212K – 368
2025
Q1 		$212K Buy
+1,606
New +$213K 0.04% 312
2024
Q3 		– Sell
-148,717
Closed -$154K – 723
2024
Q2 		$154K Buy
148,717
+145,921
+5,219% +$23.5M 0.09% 145
2024
Q1 		$477K Buy
2,796
+802
+40% +$115K 0.12% 164
2023
Q4 		$259K Sell
1,994
-694
-26% -$88.3K 0.15% 112
2023
Q3 		$381K Buy
2,688
+3
+0.1% +$393 0.13% 154
2023
Q2 		$315K Buy
2,685
+249
+10% +$28.9K 0.12% 165
2023
Q1 		$340K Buy
+2,436
New +$327K 0.14% 145

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

Strategic Financial Concepts's VLO Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in Valero Energy (VLO) in Q1 2026: 1,429 shares worth $353K. The stake represents 0.09% of the portfolio and ranks #191 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in VLO as recently as Q3 2025.

Strategic Financial Concepts first reported a position in VLO in Q1 2023 and has held it in 9 quarters since. The position peaked at $742K in Q3 2025. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Strategic Financial Concepts held 1,429 shares of Valero Energy worth $353K as of Q1 2026.
  • Valero Energy was a new Strategic Financial Concepts position in Q1 2026.
  • Valero Energy made up 0.09% of Strategic Financial Concepts's portfolio in Q1 2026, its #191 holding.
  • Strategic Financial Concepts first reported a position in Valero Energy in Q1 2023 and has held it in 9 quarters since.
  • Strategic Financial Concepts's Valero Energy position peaked at $742K in Q3 2025.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.