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TCFG Wealth Management’s Valero Energy VLO Stock Holding History

TCFG Wealth Management’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 		$456K Hold
1,847
– – 0.17% 139
2025
Q4 		$301K Hold
1,847
– – 0.12% 196
2025
Q3 		$314K Sell
1,847
-2
-0.1% -$298 0.12% 194
2025
Q2 		$249K Sell
1,849
-168
-8% -$20.9K 0.11% 213
2025
Q1 		$266K Buy
2,017
+18
+0.9% +$2.39K 0.13% 185
2024
Q4 		$245K Buy
1,999
+2
+0.1% +$268 0.12% 187
2024
Q3 		$270K Buy
+1,997
New +$290K 0.14% 170

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCFG Wealth Management's VLO Position: Q1 2026 in Review

TCFG Wealth Management held its Valero Energy (VLO) position steady in Q1 2026 at 1,847 shares worth $456K. The position accounts for 0.17% of the portfolio, ranked #139.

TCFG Wealth Management first reported a position in VLO in Q3 2024 and has held it in 7 quarters since. 1,874 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • TCFG Wealth Management held 1,847 shares of Valero Energy worth $456K as of Q1 2026.
  • TCFG Wealth Management left its Valero Energy share count unchanged in Q1 2026.
  • Valero Energy made up 0.17% of TCFG Wealth Management's portfolio in Q1 2026, its #139 holding.
  • TCFG Wealth Management first reported a position in Valero Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,874 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.