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Stratos Wealth Advisors’s Valero Energy VLO Stock Holding History

Stratos 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 		$605K Sell
2,449
-1,795
-42% -$370K 0.04% 355
2025
Q4 		$691K Buy
4,244
+5
+0.1% +$847 0.03% 374
2025
Q3 		$722K Sell
4,239
-214
-5% -$31.9K 0.03% 380
2025
Q2 		$599K Sell
4,453
-605
-12% -$75.4K 0.03% 414
2025
Q1 		$668K Sell
5,058
-4,481
-47% -$595K 0.04% 379
2024
Q4 		$1.17M Buy
9,539
+999
+12% +$134K 0.06% 304
2024
Q3 		$1.15M Buy
8,540
+590
+7% +$85.7K 0.05% 327
2024
Q2 		$1.25M Sell
7,950
-27
-0.3% -$4.36K 0.06% 293
2024
Q1 		$1.36M Sell
7,977
-34,845
-81% -$4.99M 0.08% 270
2023
Q4 		$5.57M Buy
42,822
+953
+2% +$121K 0.32% 82
2023
Q3 		$5.93M Sell
41,869
-1,177
-3% -$154K 0.39% 63
2023
Q2 		$5.05M Buy
43,046
+2,326
+6% +$270K 0.36% 72
2023
Q1 		$5.68M Buy
40,720
+3
+0% +$403 0.44% 51
2022
Q4 		$5.17M Buy
40,717
+783
+2% +$98.3K 0.43% 55
2022
Q3 		$4.27M Buy
39,934
+1,567
+4% +$172K 0.45% 53
2022
Q2 		$4.08M Sell
38,367
-5,446
-12% -$645K 0.37% 66
2022
Q1 		$4.45M Sell
43,813
-2,861
-6% -$248K 0.36% 69
2021
Q4 		$3.51M Sell
46,674
-2,778
-6% -$207K 0.25% 112
2021
Q3 		$3.49M Sell
49,452
-1,220
-2% -$81.2K 0.3% 92
2021
Q2 		$3.96M Sell
50,672
-785
-2% -$60.8K 0.35% 76
2021
Q1 		$3.68M Sell
51,457
-160
-0.3% -$10.9K 0.39% 70
2020
Q4 		$2.92M Buy
51,617
+2,429
+5% +$119K 0.4% 65
2020
Q3 		$2.13M Buy
+49,188
New +$2.58M 0.52% 50
2019
Q4 		– Sell
-4,905
Closed -$418K – 243
2019
Q3 		$418K Buy
4,905
+568
+13% +$45.9K 0.16% 138
2019
Q2 		$371K Buy
4,337
+1,480
+52% +$122K 0.15% 149
2019
Q1 		$242K Sell
2,857
-44
-2% -$3.64K 0.13% 184
2018
Q4 		$217K Buy
+2,901
New +$255K 0.14% 170

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

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

Stratos Wealth Advisors reduced its Valero Energy (VLO) stake by 42% in Q1 2026, selling an estimated $370K and leaving 2,449 shares worth $605K. The position accounts for 0.04% of the portfolio, ranked #355.

Stratos Wealth Advisors first reported a position in VLO in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.93M in Q3 2023. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Stratos Wealth Advisors held 2,449 shares of Valero Energy worth $605K as of Q1 2026.
  • Stratos Wealth Advisors sold 1,795 Valero Energy shares in Q1 2026, an estimated $370K.
  • Valero Energy made up 0.04% of Stratos Wealth Advisors's portfolio in Q1 2026, its #355 holding.
  • Stratos Wealth Advisors first reported a position in Valero Energy in Q4 2018 and has held it in 27 quarters since.
  • Stratos Wealth Advisors's Valero Energy position peaked at $5.93M in Q3 2023.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.