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ViaWealth’s Valero Energy VLO Stock Holding History

ViaWealth’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 		$2.99M Sell
12,096
-463
-4% -$95.5K 1.66% 12
2025
Q4 		$2.04M Sell
12,559
-1
-0% -$169 1.15% 21
2025
Q3 		$2.14M Sell
12,560
-12
-0.1% -$1.79K 1.17% 19
2025
Q2 		$1.69M Buy
12,572
+378
+3% +$47.1K 1% 27
2025
Q1 		$1.61M Sell
12,194
-99
-0.8% -$13.1K 0.99% 27
2024
Q4 		$1.51M Buy
12,293
+167
+1% +$22.3K 0.91% 30
2024
Q3 		$1.64M Buy
12,126
+97
+0.8% +$14.1K 0.95% 27
2024
Q2 		$1.89M Sell
12,029
-39
-0.3% -$6.29K 1.17% 22
2024
Q1 		$2.06M Sell
12,068
-151
-1% -$21.6K 1.29% 21
2023
Q4 		$1.59M Buy
12,219
+626
+5% +$79.6K 1.09% 22
2023
Q3 		$1.64M Sell
11,593
-55
-0.5% -$7.21K 1.21% 20
2023
Q2 		$1.37M Buy
11,648
+96
+0.8% +$11.2K 1.02% 23
2023
Q1 		$1.61M Sell
11,552
-848
-7% -$114K 1.28% 20
2022
Q4 		$1.59M Buy
+12,400
New +$1.56M 1.31% 18

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

ViaWealth's VLO Position: Q1 2026 in Review

ViaWealth reduced its Valero Energy (VLO) stake by 3.7% in Q1 2026, selling an estimated $95.5K and leaving 12,096 shares worth $2.99M. The position accounts for 1.66% of the portfolio, ranked #12.

ViaWealth first reported a position in VLO in Q4 2022 and has held it in 14 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • ViaWealth held 12,096 shares of Valero Energy worth $2.99M as of Q1 2026.
  • ViaWealth sold 463 Valero Energy shares in Q1 2026, an estimated $95.5K.
  • Valero Energy made up 1.66% of ViaWealth's portfolio in Q1 2026, its #12 holding.
  • ViaWealth first reported a position in Valero Energy in Q4 2022 and has held it in 14 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.