U.S. Capital Wealth Advisors’s Valero Energy VLO Stock Holding History

U.S. Capital 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	$2.62M	Buy	10,617 +141	+1%	+$29.1K	0.07%	283
2025 Q4	$1.71M	Sell	10,476 -23	-0.2%	-$3.9K	0.04%	373
2025 Q3	$1.79M	Buy	10,499 +334	+3%	+$49.8K	0.05%	358
2025 Q2	$1.37M	Sell	10,165 -4,377	-30%	-$545K	0.04%	369
2025 Q1	$1.92M	Sell	14,542 -2,983	-17%	-$396K	0.06%	296
2024 Q4	$2.15M	Buy	17,525 +265	+2%	+$35.5K	0.07%	286
2024 Q3	$2.33M	Sell	17,260 -578	-3%	-$83.9K	0.08%	224
2024 Q2	$2.8M	Sell	17,838 -1,692	-9%	-$273K	0.11%	186
2024 Q1	$3.33M	Buy	19,530 +51	+0.3%	+$7.31K	0.13%	162
2023 Q4	$2.53M	Sell	19,479 -26	-0.1%	-$3.31K	0.1%	191
2023 Q3	$2.76M	Sell	19,505 -1,369	-7%	-$179K	0.12%	158
2023 Q2	$2.45M	Sell	20,874 -6,511	-24%	-$757K	0.12%	178
2023 Q1	$3.82M	Sell	27,385 -4,960	-15%	-$666K	0.18%	119
2022 Q4	$4.1M	Sell	32,345 -1,223	-4%	-$154K	0.19%	117
2022 Q3	$3.59M	Sell	33,568 -44,793	-57%	-$4.93M	0.18%	124
2022 Q2	$8.33M	Sell	78,361 -49,312	-39%	-$5.84M	0.37%	58
2022 Q1	$13M	Sell	127,673 -10,507	-8%	-$911K	0.47%	39
2021 Q4	$10.4M	Buy	138,180 +3,705	+3%	+$276K	0.41%	55
2021 Q3	$9.49M	Buy	+134,475	New	+$8.95M	0.41%	57

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

U.S. Capital Wealth Advisors's VLO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Valero Energy (VLO) stake by 1.3% in Q1 2026, buying an estimated $29.1K and bringing the position to 10,617 shares worth $2.62M. The position accounts for 0.07% of the portfolio, ranked #283.

U.S. Capital Wealth Advisors first reported a position in VLO in Q3 2021 and has held it in 19 quarters since. The position peaked at $13M in Q1 2022. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

U.S. Capital Wealth Advisors held 10,617 shares of Valero Energy worth $2.62M as of Q1 2026.
U.S. Capital Wealth Advisors bought 141 Valero Energy shares in Q1 2026, an estimated $29.1K.
Valero Energy made up 0.07% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #283 holding.
U.S. Capital Wealth Advisors first reported a position in Valero Energy in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Valero Energy position peaked at $13M in Q1 2022.
1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.