Wealth Advisory Solutions’s Valero Energy VLO Stock Holding History

Wealth Advisory Solutions’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	$4.11M	Sell	16,654 -10,593	-39%	-$2.18M	0.92%	30
2025 Q4	$4.44M	Hold	27,247	–	–	1.03%	25
2025 Q3	$4.64M	Hold	27,247	–	–	1.12%	22
2025 Q2	$3.66M	Sell	27,247 -699	-3%	-$87.1K	0.93%	34
2025 Q1	$3.69M	Buy	+27,946	New	+$3.71M	0.98%	29
2022 Q2	–	Sell	-84,528	Closed	-$8.58M	–	161
2022 Q1	$8.58M	Buy	+84,528	New	+$7.33M	1.79%	14
2021 Q3	$4.88M	Buy	69,115 +8,471	+14%	+$564K	1.08%	26
2021 Q2	$4.74M	Buy	60,644 +703	+1%	+$54.4K	1.12%	31
2021 Q1	$4K	Buy	59,941 +7,650	+15%	+$520K	﹤0.01%	95
2020 Q4	$2.96M	Sell	52,291 -57,672	-52%	-$2.83M	0.8%	44
2020 Q3	$4.76M	Buy	109,963 +69,258	+170%	+$3.63M	1.26%	24
2020 Q2	$2.39M	Sell	40,705 -27,980	-41%	-$1.67M	0.67%	50
2020 Q1	$3.12M	Buy	68,685 +29,885	+77%	+$2.17M	1.06%	30
2019 Q4	$3.63M	Buy	+38,800	New	+$3.67M	0.96%	31

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

Wealth Advisory Solutions's VLO Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its Valero Energy (VLO) stake by 39% in Q1 2026, selling an estimated $2.18M and leaving 16,654 shares worth $4.11M. The position accounts for 0.92% of the portfolio, ranked #30.

Wealth Advisory Solutions first reported a position in VLO in Q4 2019 and has held it in 14 quarters since. The position peaked at $8.58M in Q1 2022. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Wealth Advisory Solutions held 16,654 shares of Valero Energy worth $4.11M as of Q1 2026.
Wealth Advisory Solutions sold 10,593 Valero Energy shares in Q1 2026, an estimated $2.18M.
Valero Energy made up 0.92% of Wealth Advisory Solutions's portfolio in Q1 2026, its #30 holding.
Wealth Advisory Solutions first reported a position in Valero Energy in Q4 2019 and has held it in 14 quarters since.
Wealth Advisory Solutions's Valero Energy position peaked at $8.58M in Q1 2022.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.