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Vanguard Capital Wealth Advisors’s Valero Energy VLO Stock Holding History

Vanguard 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 		$1.49M Buy
6,034
+4,004
+197% +$825K 1.38% 16
2025
Q4 		$330K Sell
2,030
-185
-8% -$31.3K 0.26% 79
2025
Q3 		$377K Buy
2,215
+300
+16% +$44.7K 0.3% 74
2025
Q2 		$257K Hold
1,915
– – 0.26% 82
2025
Q1 		$253K Hold
1,915
– – 0.31% 76
2024
Q4 		$235K Sell
1,915
-5
-0.3% -$669 0.26% 83
2024
Q3 		$259K Sell
1,920
-2,584
-57% -$375K 0.27% 81
2024
Q2 		$706K Buy
4,504
+896
+25% +$145K 0.48% 44
2024
Q1 		$616K Sell
3,608
-690
-16% -$98.9K 0.43% 51
2023
Q4 		$559K Buy
4,298
+911
+27% +$116K 0.45% 51
2023
Q3 		$480K Buy
3,387
+359
+12% +$47K 0.44% 57
2023
Q2 		$355K Buy
3,028
+14
+0.5% +$1.63K 0.32% 71
2023
Q1 		$421K Sell
3,014
-132
-4% -$17.7K 0.42% 59
2022
Q4 		$399K Buy
3,146
+510
+19% +$64K 0.46% 55
2022
Q3 		$282K Buy
2,636
+10
+0.4% +$1.1K 0.34% 72
2022
Q2 		$279K Sell
2,626
-293
-10% -$34.7K 0.32% 81
2022
Q1 		$296K Sell
2,919
-4,087
-58% -$355K 0.21% 102
2021
Q4 		$526K Buy
7,006
+4,115
+142% +$306K 0.38% 69
2021
Q3 		$204 Buy
+2,891
New +$192K 0.14% 137
2020
Q2 		$218K Buy
+3,714
New +$222K 0.25% 94
2019
Q4 		– Sell
-2,500
Closed -$213K – 140
2019
Q3 		$213K Buy
+2,500
New +$202K 0.25% 108
2019
Q2 		– Sell
-2,500
Closed -$212K – 136
2019
Q1 		$212K Buy
+2,500
New +$207K 0.27% 104
2018
Q4 		– Sell
-2,545
Closed -$289K – 135
2018
Q3 		$289K Buy
+2,545
New +$289K 0.33% 90
2018
Q1 		– Sell
-2,779
Closed -$255K – 137
2017
Q4 		$255K Buy
+2,779
New +$229K 0.32% 95

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

Vanguard Capital Wealth Advisors's VLO Position: Q1 2026 in Review

Vanguard Capital Wealth Advisors increased its Valero Energy (VLO) stake by 197% in Q1 2026, buying an estimated $825K and bringing the position to 6,034 shares worth $1.49M. The position accounts for 1.38% of the portfolio, ranked #16.

Vanguard Capital Wealth Advisors first reported a position in VLO in Q4 2017 and has held it in 24 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Vanguard Capital Wealth Advisors held 6,034 shares of Valero Energy worth $1.49M as of Q1 2026.
  • Vanguard Capital Wealth Advisors bought 4,004 Valero Energy shares in Q1 2026, an estimated $825K.
  • Valero Energy made up 1.38% of Vanguard Capital Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Valero Energy in Q4 2017 and has held it in 24 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.