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SYM Financial Corp’s Valero Energy VLO Stock Holding History

SYM Financial Corp’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 		$595K Buy
2,407
+98
+4% +$20.2K 0.06% 110
2025
Q4 		$376K Buy
2,309
+19
+0.8% +$3.22K 0.04% 180
2025
Q3 		$390K Sell
2,290
-45
-2% -$6.71K 0.04% 152
2025
Q2 		$314K Buy
2,335
+711
+44% +$88.6K 0.04% 199
2025
Q1 		$214K Buy
+1,624
New +$215K 0.03% 247
2024
Q4 		– Sell
-1,630
Closed -$220K – 359
2024
Q3 		$220K Sell
1,630
-1,222
-43% -$177K 0.03% 160
2024
Q2 		$447K Buy
+2,852
New +$460K 0.07% 60

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

SYM Financial Corp's VLO Position: Q1 2026 in Review

SYM Financial Corp increased its Valero Energy (VLO) stake by 4.2% in Q1 2026, buying an estimated $20.2K and bringing the position to 2,407 shares worth $595K. The position accounts for 0.06% of the portfolio, ranked #110.

SYM Financial Corp first reported a position in VLO in Q2 2024 and has held it in 7 quarters since. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • SYM Financial Corp held 2,407 shares of Valero Energy worth $595K as of Q1 2026.
  • SYM Financial Corp bought 98 Valero Energy shares in Q1 2026, an estimated $20.2K.
  • Valero Energy made up 0.06% of SYM Financial Corp's portfolio in Q1 2026, its #110 holding.
  • SYM Financial Corp first reported a position in Valero Energy in Q2 2024 and has held it in 7 quarters since.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.