Wealth Management Associates’s Valero Energy VLO Stock Holding History

Wealth Management Associates’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	$945K	Hold	3,825	–	–	0.33%	65
2025 Q4	$623K	Hold	3,825	–	–	0.22%	88
2025 Q3	$651K	Hold	3,825	–	–	0.23%	82
2025 Q2	$514K	Sell	3,825 -295	-7%	-$36.8K	0.2%	95
2025 Q1	$544K	Hold	4,120	–	–	0.23%	82
2024 Q4	$505K	Buy	4,120 +772	+23%	+$103K	0.22%	90
2024 Q3	$452K	Hold	3,348	–	–	0.2%	103
2024 Q2	$525K	Hold	3,348	–	–	0.25%	83
2024 Q1	$525K	Sell	3,348 -80	-2%	-$11.5K	0.25%	83
2023 Q4	$446K	Sell	3,428 -566	-14%	-$72K	0.24%	90
2023 Q3	$566K	Buy	3,994 +226	+6%	+$29.6K	0.33%	72
2023 Q2	$442K	Sell	3,768 -829	-18%	-$96.3K	0.25%	83
2023 Q1	$642K	Buy	4,597 +1,170	+34%	+$157K	0.4%	64
2022 Q4	$435K	Sell	3,427 -2,075	-38%	-$260K	0.29%	79
2022 Q3	$588K	Hold	5,502	–	–	0.41%	63
2022 Q2	$585K	Sell	5,502 -1,567	-22%	-$185K	0.4%	59
2022 Q1	$718K	Buy	+7,069	New	+$613K	0.41%	64

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 Management Associates's VLO Position: Q1 2026 in Review

Wealth Management Associates held its Valero Energy (VLO) position steady in Q1 2026 at 3,825 shares worth $945K. The position accounts for 0.33% of the portfolio, ranked #65.

Wealth Management Associates first reported a position in VLO in Q1 2022 and has held it in 17 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Wealth Management Associates held 3,825 shares of Valero Energy worth $945K as of Q1 2026.
Wealth Management Associates left its Valero Energy share count unchanged in Q1 2026.
Valero Energy made up 0.33% of Wealth Management Associates's portfolio in Q1 2026, its #65 holding.
Wealth Management Associates first reported a position in Valero Energy in Q1 2022 and has held it in 17 quarters since.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.