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Tilia Fiduciary Partners’s Valero Energy VLO Stock Holding History

Tilia Fiduciary 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 		$4.53M Buy
18,341
+421
+2% +$86.8K 2.49% 7
2025
Q4 		$2.92M Buy
17,920
+417
+2% +$70.6K 1.61% 13
2025
Q3 		$2.98M Sell
17,503
-253
-1% -$37.7K 1.72% 14
2025
Q2 		$2.39M Buy
17,756
+1,049
+6% +$131K 1.46% 28
2025
Q1 		$2.21M Buy
16,707
+1,154
+7% +$153K 1.47% 22
2024
Q4 		$1.91M Buy
15,553
+1,000
+7% +$134K 1.3% 33
2024
Q3 		$1.97M Buy
+14,553
New +$2.11M 1.36% 30
2023
Q3 		– Sell
-531
Closed -$62.2K – 482
2023
Q2 		$62.2K Buy
531
+111
+26% +$12.9K 0.06% 186
2023
Q1 		$58.6K Buy
420
+272
+184% +$36.5K 0.06% 195
2022
Q4 		$18.8K Buy
148
+85
+135% +$10.7K 0.02% 298
2022
Q3 		$7K Hold
63
– – 0.01% 403
2022
Q2 		$7K Buy
63
+30
+91% +$3.55K 0.01% 414
2022
Q1 		$3K Hold
33
– – ﹤0.01% 498
2021
Q4 		$2K Buy
+33
New +$2.46K ﹤0.01% 531

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

Tilia Fiduciary Partners's VLO Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Valero Energy (VLO) stake by 2.3% in Q1 2026, buying an estimated $86.8K and bringing the position to 18,341 shares worth $4.53M. The position accounts for 2.49% of the portfolio, ranked #7.

Tilia Fiduciary Partners first reported a position in VLO in Q4 2021 and has held it in 14 quarters since. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Tilia Fiduciary Partners held 18,341 shares of Valero Energy worth $4.53M as of Q1 2026.
  • Tilia Fiduciary Partners bought 421 Valero Energy shares in Q1 2026, an estimated $86.8K.
  • Valero Energy made up 2.49% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #7 holding.
  • Tilia Fiduciary Partners first reported a position in Valero Energy in Q4 2021 and has held it in 14 quarters since.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.