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Stratos Wealth Partners’s Valero Energy VLO Stock Holding History

Stratos Wealth Partners’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 		$4.94M Buy
19,976
+1,782
+10% +$367K 0.06% 333
2025
Q4 		$2.96M Buy
18,194
+223
+1% +$37.8K 0.03% 448
2025
Q3 		$3.06M Sell
17,971
-1,737
-9% -$259K 0.04% 426
2025
Q2 		$2.65M Buy
19,708
+1,061
+6% +$132K 0.04% 423
2025
Q1 		$2.46M Sell
18,647
-1,311
-7% -$174K 0.04% 391
2024
Q4 		$2.45M Sell
19,958
-1,867
-9% -$250K 0.03% 416
2024
Q3 		$2.95M Sell
21,825
-10,286
-32% -$1.49M 0.04% 365
2024
Q2 		$5.03M Buy
32,111
+1,171
+4% +$189K 0.08% 240
2024
Q1 		$5.28M Sell
30,940
-3,928
-11% -$563K 0.09% 238
2023
Q4 		$4.53M Buy
34,868
+6,746
+24% +$858K 0.08% 238
2023
Q3 		$3.99M Sell
28,122
-3,122
-10% -$409K 0.09% 239
2023
Q2 		$3.66M Buy
31,244
+2,194
+8% +$255K 0.08% 243
2023
Q1 		$4.06M Buy
29,050
+184
+0.6% +$24.7K 0.11% 191
2022
Q4 		$3.66M Buy
28,866
+2,575
+10% +$323K 0.09% 219
2022
Q3 		$2.81M Buy
26,291
+3,517
+15% +$387K 0.08% 248
2022
Q2 		$2.42M Sell
22,774
-4,165
-15% -$493K 0.06% 283
2022
Q1 		$2.73M Sell
26,939
-5,507
-17% -$478K 0.06% 292
2021
Q4 		$2.44M Buy
32,446
+3,805
+13% +$283K 0.05% 308
2021
Q3 		$2.02M Buy
28,641
+1,100
+4% +$73.2K 0.05% 314
2021
Q2 		$2.15M Buy
27,541
+2,240
+9% +$173K 0.05% 317
2021
Q1 		$1.81M Buy
25,301
+327
+1% +$22.2K 0.05% 328
2020
Q4 		$1.41M Buy
24,974
+334
+1% +$16.4K 0.04% 353
2020
Q3 		$1.07M Sell
24,640
-20,408
-45% -$1.07M 0.04% 387
2020
Q2 		$2.65M Buy
45,048
+1,536
+4% +$91.8K 0.09% 218
2020
Q1 		$1.97M Sell
43,512
-4,386
-9% -$319K 0.09% 220
2019
Q4 		$4.49M Buy
47,898
+436
+0.9% +$41.2K 0.18% 129
2019
Q3 		$4.05M Buy
47,462
+1,336
+3% +$108K 0.17% 132
2019
Q2 		$3.95M Sell
46,126
-589
-1% -$48.6K 0.17% 130
2019
Q1 		$3.96M Buy
46,715
+544
+1% +$44.9K 0.18% 124
2018
Q4 		$3.46M Buy
46,171
+812
+2% +$71.3K 0.18% 125
2018
Q3 		$5.16M Sell
45,359
-14,253
-24% -$1.62M 0.23% 86
2018
Q2 		$6.61M Sell
59,612
-4,285
-7% -$481K 0.29% 66
2018
Q1 		$5.93M Buy
63,897
+7,596
+13% +$709K 0.25% 83
2017
Q4 		$5.17M Sell
56,301
-3,611
-6% -$298K 0.23% 91
2017
Q3 		$4.61M Sell
59,912
-578
-1% -$39.8K 0.22% 102
2017
Q2 		$4.08M Buy
60,490
+1,209
+2% +$78.4K 0.21% 107
2017
Q1 		$3.93M Buy
59,281
+1,316
+2% +$88.1K 0.22% 102
2016
Q4 		$3.96M Buy
57,965
+7,900
+16% +$486K 0.25% 92
2016
Q3 		$2.65M Buy
50,065
+7,142
+17% +$381K 0.18% 116
2016
Q2 		$2.19M Buy
42,923
+15,151
+55% +$857K 0.16% 122
2016
Q1 		$1.78M Buy
27,772
+783
+3% +$49.8K 0.15% 125
2015
Q4 		$1.91M Buy
26,989
+19,624
+266% +$1.34M 0.16% 112
2015
Q3 		$443K Sell
7,365
-18,717
-72% -$1.19M 0.06% 280
2015
Q2 		$1.63M Buy
26,082
+2,028
+8% +$120K 0.21% 102
2015
Q1 		$1.53M Buy
24,054
+16,407
+215% +$916K 0.18% 117
2014
Q4 		$379K Buy
7,647
+1,043
+16% +$50.5K 0.07% 301
2014
Q3 		$306K Buy
6,604
+829
+14% +$41.8K 0.07% 226
2014
Q2 		$292K Buy
+5,775
New +$318K 0.1% 231

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 Partners's VLO Position: Q1 2026 in Review

Stratos Wealth Partners increased its Valero Energy (VLO) stake by 9.8% in Q1 2026, buying an estimated $367K and bringing the position to 19,976 shares worth $4.94M. The position accounts for 0.06% of the portfolio, ranked #333.

Stratos Wealth Partners first reported a position in VLO in Q2 2014 and has held it in 48 quarters since. The position peaked at $6.61M in Q2 2018. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Stratos Wealth Partners held 19,976 shares of Valero Energy worth $4.94M as of Q1 2026.
  • Stratos Wealth Partners bought 1,782 Valero Energy shares in Q1 2026, an estimated $367K.
  • Valero Energy made up 0.06% of Stratos Wealth Partners's portfolio in Q1 2026, its #333 holding.
  • Stratos Wealth Partners first reported a position in Valero Energy in Q2 2014 and has held it in 48 quarters since.
  • Stratos Wealth Partners's Valero Energy position peaked at $6.61M in Q2 2018.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

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