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Strategies Wealth Advisors’s Valero Energy VLO Stock Holding History

Strategies Wealth Advisors’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 		$638K Sell
2,584
-218
-8% -$44.9K 0.06% 86
2025
Q4 		$456K Buy
2,802
+273
+11% +$46.3K 0.05% 107
2025
Q3 		$431K Buy
+2,529
New +$377K 0.04% 119

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

Strategies Wealth Advisors's VLO Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Valero Energy (VLO) stake by 7.8% in Q1 2026, selling an estimated $44.9K and leaving 2,584 shares worth $638K. The position accounts for 0.06% of the portfolio, ranked #86.

Strategies Wealth Advisors first reported a position in VLO in Q3 2025 and has held it in 3 quarters since. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Strategies Wealth Advisors held 2,584 shares of Valero Energy worth $638K as of Q1 2026.
  • Strategies Wealth Advisors sold 218 Valero Energy shares in Q1 2026, an estimated $44.9K.
  • Valero Energy made up 0.06% of Strategies Wealth Advisors's portfolio in Q1 2026, its #86 holding.
  • Strategies Wealth Advisors first reported a position in Valero Energy in Q3 2025 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 Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.