Team Financial Group’s Valero Energy VLO Stock Holding History

Team Financial Group’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	-87	Closed	-$14.1K	–	280
2025 Q4	$14.1K	Buy	87 +1	+1%	+$169	0.01%	173
2025 Q3	$14.6K	Buy	86 +1	+1%	+$149	0.01%	163
2025 Q2	$11.5K	Buy	+85	New	+$10.6K	0.01%	169
2024 Q1	–	Sell	-81	Closed	-$10.6K	–	204
2023 Q4	$10.6K	Hold	81	–	–	0.01%	114
2023 Q3	$11.4K	Buy	+81	New	+$10.6K	0.01%	111

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Team Financial Group's VLO Position: Q1 2026 in Review

Team Financial Group sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 87 shares — an estimated $14.1K sold.

Team Financial Group first reported a position in VLO in Q3 2023 and held it in 5 quarters. The position peaked at $14.6K in Q3 2025. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Team Financial Group reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
Team Financial Group sold 87 Valero Energy shares in Q1 2026, an estimated $14.1K.
Team Financial Group first reported a position in Valero Energy in Q3 2023 and held it in 5 quarters.
Team Financial Group's Valero Energy position peaked at $14.6K in Q3 2025.
1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Team Financial Group's 13F filing for Q1 2026, filed 4 May 2026.