TWPM
VLO icon

Total Wealth Planning & Management’s Valero Energy VLO Stock Holding History

Total Wealth Planning & 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 		$756K Sell
3,061
-178
-5% -$36.7K 0.56% 56
2025
Q4 		$527K Buy
+3,239
New +$549K 0.39% 74
2025
Q2 		$474K Buy
3,527
+353
+11% +$44K 0.38% 85
2025
Q1 		$419K Buy
3,174
+352
+12% +$46.7K 0.4% 86
2024
Q4 		$346K Buy
+2,822
New +$378K 0.31% 107

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

Total Wealth Planning & Management's VLO Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Valero Energy (VLO) stake by 5.5% in Q1 2026, selling an estimated $36.7K and leaving 3,061 shares worth $756K. The position accounts for 0.56% of the portfolio, ranked #56.

Total Wealth Planning & Management first reported a position in VLO in Q4 2024 and has held it in 5 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Total Wealth Planning & Management held 3,061 shares of Valero Energy worth $756K as of Q1 2026.
  • Total Wealth Planning & Management sold 178 Valero Energy shares in Q1 2026, an estimated $36.7K.
  • Valero Energy made up 0.56% of Total Wealth Planning & Management's portfolio in Q1 2026, its #56 holding.
  • Total Wealth Planning & Management first reported a position in Valero Energy in Q4 2024 and has held it in 5 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.