TWP
VLO icon

Triad Wealth Partners’s Valero Energy VLO Stock Holding History

Triad Wealth 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 		$4.47M Sell
18,088
-520
-3% -$107K 0.35% 64
2025
Q4 		$3.03M Buy
18,608
+8,999
+94% +$1.52M 0.29% 72
2025
Q3 		$1.64M Buy
+9,609
New +$1.43M 0.21% 79
2024
Q3 		– Sell
-251
Closed -$39.4K – 899
2024
Q2 		$39.4K Buy
+251
New +$40.5K 0.02% 261

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

Triad Wealth Partners's VLO Position: Q1 2026 in Review

Triad Wealth Partners reduced its Valero Energy (VLO) stake by 2.8% in Q1 2026, selling an estimated $107K and leaving 18,088 shares worth $4.47M. The position accounts for 0.35% of the portfolio, ranked #64.

Triad Wealth Partners first reported a position in VLO in Q2 2024 and has held it in 4 quarters since. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Triad Wealth Partners held 18,088 shares of Valero Energy worth $4.47M as of Q1 2026.
  • Triad Wealth Partners sold 520 Valero Energy shares in Q1 2026, an estimated $107K.
  • Valero Energy made up 0.35% of Triad Wealth Partners's portfolio in Q1 2026, its #64 holding.
  • Triad Wealth Partners first reported a position in Valero Energy in Q2 2024 and has held it in 4 quarters since.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.