Tanglewood Legacy Advisors’s Valero Energy VLO Stock Holding History

Tanglewood Legacy 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	–	Sell	-910	Closed	-$148K	–	273
2025 Q4	$148K	Hold	910	–	–	0.06%	107
2025 Q3	$155K	Hold	910	–	–	0.06%	103
2025 Q2	$122K	Hold	910	–	–	0.05%	117
2025 Q1	$120K	Hold	910	–	–	0.05%	116
2024 Q4	$112K	Hold	910	–	–	0.05%	118
2024 Q3	$123K	Hold	910	–	–	0.05%	108
2024 Q2	$143K	Hold	910	–	–	0.07%	103
2024 Q1	$155K	Sell	910 -90	-9%	-$12.9K	0.08%	98
2023 Q4	$130K	Hold	1,000	–	–	0.07%	99
2023 Q3	$142K	Hold	1,000	–	–	0.09%	97
2023 Q2	$117K	Hold	1,000	–	–	0.07%	102
2023 Q1	$140K	Hold	1,000	–	–	0.09%	87
2022 Q4	$127K	Buy	+1,000	New	+$126K	0.09%	78

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Tanglewood Legacy Advisors's VLO Position: Q1 2026 in Review

Tanglewood Legacy Advisors sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 910 shares — an estimated $148K sold.

Tanglewood Legacy Advisors first reported a position in VLO in Q4 2022 and held it in 13 quarters. The position peaked at $155K in Q1 2024. 1,871 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Tanglewood Legacy Advisors reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
Tanglewood Legacy Advisors sold 910 Valero Energy shares in Q1 2026, an estimated $148K.
Tanglewood Legacy Advisors first reported a position in Valero Energy in Q4 2022 and held it in 13 quarters.
Tanglewood Legacy Advisors's Valero Energy position peaked at $155K in Q1 2024.
1,871 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.