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TruWealth Advisors’s Valero Energy VLO Stock Holding History

TruWealth Advisors’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 		$324K Buy
1,313
+28
+2% +$5.77K 0.02% 142
2025
Q4 		$209K Sell
1,285
-104
-7% -$17.6K 0.01% 176
2025
Q3 		$236K Buy
+1,389
New +$207K 0.01% 165
2024
Q4 		– Sell
-1,936
Closed -$261K – 173
2024
Q3 		$261K Sell
1,936
-195
-9% -$28.3K 0.02% 140
2024
Q2 		$334K Buy
2,131
+28
+1% +$4.52K 0.02% 125
2024
Q1 		$359K Hold
2,103
– – 0.03% 120
2023
Q4 		$273K Buy
2,103
+12
+0.6% +$1.53K 0.02% 123
2023
Q3 		$296K Hold
2,091
– – 0.03% 112
2023
Q2 		$245K Sell
2,091
-88
-4% -$10.2K 0.02% 134
2023
Q1 		$304K Buy
2,179
+68
+3% +$9.13K 0.03% 114
2022
Q4 		$268K Sell
2,111
-39
-2% -$4.9K 0.03% 120
2022
Q3 		$230K Buy
+2,150
New +$237K 0.02% 120
2021
Q1 		– Sell
-3,880
Closed -$220K – 116
2020
Q4 		$220K Buy
+3,880
New +$190K 0.03% 101

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

TruWealth Advisors's VLO Position: Q1 2026 in Review

TruWealth Advisors increased its Valero Energy (VLO) stake by 2.2% in Q1 2026, buying an estimated $5.77K and bringing the position to 1,313 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #142.

TruWealth Advisors first reported a position in VLO in Q4 2020 and has held it in 13 quarters since. The position peaked at $359K in Q1 2024. 1,871 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • TruWealth Advisors held 1,313 shares of Valero Energy worth $324K as of Q1 2026.
  • TruWealth Advisors bought 28 Valero Energy shares in Q1 2026, an estimated $5.77K.
  • Valero Energy made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #142 holding.
  • TruWealth Advisors first reported a position in Valero Energy in Q4 2020 and has held it in 13 quarters since.
  • TruWealth Advisors's Valero Energy position peaked at $359K in Q1 2024.
  • 1,871 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.