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Twin Peaks Wealth Advisors’s Valero Energy VLO Stock Holding History

Twin Peaks Wealth 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 		$115K Buy
+464
New +$95.7K 0.03% 268
2025
Q3 		– Sell
-389
Closed -$51.9K – 2058
2025
Q2 		$51.9K Buy
+389
New +$48.5K 0.02% 342

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

Twin Peaks Wealth Advisors's VLO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Valero Energy (VLO) in Q1 2026: 464 shares worth $115K. The stake represents 0.03% of the portfolio and ranks #268 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VLO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VLO in Q2 2025 and has held it in 2 quarters since. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Twin Peaks Wealth Advisors held 464 shares of Valero Energy worth $115K as of Q1 2026.
  • Valero Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Valero Energy made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #268 holding.
  • Twin Peaks Wealth Advisors first reported a position in Valero Energy in Q2 2025 and has held it in 2 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.