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Western Wealth Management’s Valero Energy VLO Stock Holding History

Western Wealth Management’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 		$1M Sell
4,065
-78
-2% -$16.1K 0.04% 438
2025
Q4 		$674K Buy
4,143
+619
+18% +$105K 0.03% 446
2025
Q3 		$600K Sell
3,524
-672
-16% -$100K 0.03% 407
2025
Q2 		$564K Buy
4,196
+296
+8% +$36.9K 0.03% 386
2025
Q1 		$515K Sell
3,900
-1
-0% -$133 0.03% 383
2024
Q4 		$478K Sell
3,901
-34
-0.9% -$4.55K 0.03% 393
2024
Q3 		$531K Sell
3,935
-140
-3% -$20.3K 0.03% 447
2024
Q2 		$639K Buy
4,075
+4
+0.1% +$645 0.05% 307
2024
Q1 		$695K Sell
4,071
-95
-2% -$13.6K 0.05% 293
2023
Q4 		$542K Buy
4,166
+88
+2% +$11.2K 0.04% 392
2023
Q3 		$578K Sell
4,078
-105
-3% -$13.8K 0.05% 357
2023
Q2 		$491K Sell
4,183
-59
-1% -$6.86K 0.04% 375
2023
Q1 		$592K Buy
4,242
+220
+5% +$29.6K 0.06% 330
2022
Q4 		$510K Sell
4,022
-4,324
-52% -$543K 0.05% 331
2022
Q3 		$893K Buy
8,346
+30
+0.4% +$3.3K 0.05% 331
2022
Q2 		$884K Sell
8,316
-11,355
-58% -$1.34M 0.05% 330
2022
Q1 		$2M Buy
19,671
+11,319
+136% +$982K 0.1% 206
2021
Q4 		$628K Buy
+8,352
New +$622K 0.06% 285
2021
Q2 		$1.34M Buy
17,163
+9,670
+129% +$749K 0.14% 163
2021
Q1 		$537K Sell
7,493
-1,005
-12% -$68.3K 0.07% 264
2020
Q4 		$481K Buy
8,498
+188
+2% +$9.22K 0.07% 262
2020
Q3 		$360K Buy
8,310
+235
+3% +$12.3K 0.06% 297
2020
Q2 		$474K Buy
8,075
+3,628
+82% +$217K 0.09% 239
2020
Q1 		$203K Sell
4,447
-49,168
-92% -$3.57M 0.05% 338
2019
Q4 		$5.06M Buy
53,615
+48,937
+1,046% +$4.62M 0.77% 30
2019
Q3 		$399K Sell
4,678
-96,363
-95% -$7.79M 0.08% 244
2019
Q2 		$8.36M Buy
101,041
+96,526
+2,138% +$7.97M 1.1% 23
2019
Q1 		$387K Sell
4,515
-237
-5% -$19.6K 0.09% 240
2018
Q4 		$365K Buy
+4,752
New +$417K 0.1% 217

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

Western Wealth Management's VLO Position: Q1 2026 in Review

Western Wealth Management reduced its Valero Energy (VLO) stake by 1.9% in Q1 2026, selling an estimated $16.1K and leaving 4,065 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #438.

Western Wealth Management first reported a position in VLO in Q4 2018 and has held it in 29 quarters since. The position peaked at $8.36M in Q2 2019. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Western Wealth Management held 4,065 shares of Valero Energy worth $1M as of Q1 2026.
  • Western Wealth Management sold 78 Valero Energy shares in Q1 2026, an estimated $16.1K.
  • Valero Energy made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #438 holding.
  • Western Wealth Management first reported a position in Valero Energy in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Valero Energy position peaked at $8.36M in Q2 2019.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.