VWA
VLO icon

Visionary Wealth Advisors’s Valero Energy VLO Stock Holding History

Visionary 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 		– Sell
-1,507
Closed -$245K – 653
2025
Q4 		$245K Sell
1,507
-573
-28% -$97.1K 0.01% 546
2025
Q3 		$354K Hold
2,080
– – 0.02% 459
2025
Q2 		$280K Buy
2,080
+105
+5% +$13.1K 0.01% 472
2025
Q1 		$261K Buy
1,975
+100
+5% +$13.3K 0.02% 476
2024
Q4 		$230K Sell
1,875
-292
-13% -$39.1K 0.01% 493
2024
Q3 		$293K Sell
2,167
-27
-1% -$3.92K 0.02% 438
2024
Q2 		$344K Buy
2,194
+17
+0.8% +$2.74K 0.02% 392
2024
Q1 		$372K Sell
2,177
-90
-4% -$12.9K 0.03% 375
2023
Q4 		$295K Sell
2,267
-218
-9% -$27.7K 0.02% 395
2023
Q3 		$352K Buy
2,485
+23
+0.9% +$3.01K 0.03% 346
2023
Q2 		$289K Sell
2,462
-172
-7% -$20K 0.02% 371
2023
Q1 		$368K Sell
2,634
-18
-0.7% -$2.42K 0.03% 320
2022
Q4 		$336K Buy
2,652
+1
+0% +$126 0.03% 301
2022
Q3 		$283K Sell
2,651
-149
-5% -$16.4K 0.03% 310
2022
Q2 		$298K Buy
2,800
+47
+2% +$5.56K 0.03% 325
2022
Q1 		$280K Sell
2,753
-1,587
-37% -$138K 0.02% 343
2021
Q4 		$326K Sell
4,340
-125
-3% -$9.31K 0.03% 283
2021
Q3 		$315K Buy
4,465
+162
+4% +$10.8K 0.03% 245
2021
Q2 		$336K Buy
4,303
+714
+20% +$55.3K 0.03% 252
2021
Q1 		$257K Buy
+3,589
New +$244K 0.03% 279

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

Visionary Wealth Advisors's VLO Position: Q1 2026 in Review

Visionary Wealth Advisors sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 1,507 shares — an estimated $245K sold.

Visionary Wealth Advisors first reported a position in VLO in Q1 2021 and held it in 20 quarters. The position peaked at $372K in Q1 2024. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Visionary Wealth Advisors reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
  • Visionary Wealth Advisors sold 1,507 Valero Energy shares in Q1 2026, an estimated $245K.
  • Visionary Wealth Advisors first reported a position in Valero Energy in Q1 2021 and held it in 20 quarters.
  • Visionary Wealth Advisors's Valero Energy position peaked at $372K in Q1 2024.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

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