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Waypoint Wealth Counsel’s Valero Energy VLO Stock Holding History

Waypoint Wealth Counsel’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 		$293K Sell
1,186
-106
-8% -$21.9K 0.15% 148
2025
Q4 		$210K Buy
1,292
+5
+0.4% +$847 0.08% 255
2025
Q3 		$219K Buy
+1,287
New +$192K 0.09% 234

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

Waypoint Wealth Counsel's VLO Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Valero Energy (VLO) stake by 8.2% in Q1 2026, selling an estimated $21.9K and leaving 1,186 shares worth $293K. The position accounts for 0.15% of the portfolio, ranked #148.

Waypoint Wealth Counsel first reported a position in VLO in Q3 2025 and has held it in 3 quarters since. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Waypoint Wealth Counsel held 1,186 shares of Valero Energy worth $293K as of Q1 2026.
  • Waypoint Wealth Counsel sold 106 Valero Energy shares in Q1 2026, an estimated $21.9K.
  • Valero Energy made up 0.15% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #148 holding.
  • Waypoint Wealth Counsel first reported a position in Valero Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.