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Wealthspire Advisors (New York)’s Valero Energy VLO Stock Holding History

Wealthspire Advisors (New York)’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 		$1.41M Sell
5,703
-2,477
-30% -$511K 0.01% 342
2025
Q4 		$1.33M Buy
8,180
+1,293
+19% +$219K 0.01% 369
2025
Q3 		$1.17M Sell
6,887
-1,740
-20% -$259K 0.01% 358
2025
Q2 		$1.16M Sell
8,627
-3,211
-27% -$400K 0.01% 357
2025
Q1 		$1.56M Buy
11,838
+2,085
+21% +$277K 0.01% 309
2024
Q4 		$1.2M Sell
9,753
-1,459
-13% -$195K 0.01% 336
2024
Q3 		$1.51M Sell
11,212
-192
-2% -$27.9K 0.02% 294
2024
Q2 		$1.79M Sell
11,404
-2,525
-18% -$407K 0.02% 220
2024
Q1 		$2.38M Sell
13,929
-144
-1% -$20.6K 0.03% 179
2023
Q4 		$1.83M Buy
14,073
+2,499
+22% +$318K 0.03% 210
2023
Q3 		$1.64M Buy
11,574
+9,835
+566% +$1.29M 0.03% 194
2023
Q2 		$204K Sell
1,739
-20
-1% -$2.32K ﹤0.01% 526
2023
Q1 		$246K Sell
1,759
-545
-24% -$73.2K ﹤0.01% 473
2022
Q4 		$292K Buy
+2,304
New +$289K 0.01% 463
2022
Q3 		– Sell
-1,931
Closed -$205K – 546
2022
Q2 		$205K Buy
+1,931
New +$229K ﹤0.01% 467
2021
Q2 		– Sell
-5,608
Closed -$402K – 656
2021
Q1 		$402K Buy
5,608
+1,808
+48% +$123K 0.01% 458
2020
Q4 		$215K Buy
+3,800
New +$186K 0.01% 532
2020
Q3 		– Sell
-3,524
Closed -$207K – 340
2020
Q2 		$207K Sell
3,524
-4,484
-56% -$268K 0.01% 258
2020
Q1 		$363K Buy
+8,008
New +$582K 0.02% 345
2019
Q1 		– Sell
-331
Closed -$25K – 769
2018
Q4 		$25K Buy
+331
New +$29.1K ﹤0.01% 296

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s VLO Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Valero Energy (VLO) stake by 30% in Q1 2026, selling an estimated $511K and leaving 5,703 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #342.

Wealthspire Advisors (New York) first reported a position in VLO in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.38M in Q1 2024. 1,865 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Wealthspire Advisors (New York) held 5,703 shares of Valero Energy worth $1.41M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 2,477 Valero Energy shares in Q1 2026, an estimated $511K.
  • Valero Energy made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #342 holding.
  • Wealthspire Advisors (New York) first reported a position in Valero Energy in Q4 2018 and has held it in 20 quarters since.
  • Wealthspire Advisors (New York)'s Valero Energy position peaked at $2.38M in Q1 2024.
  • 1,865 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.