WFA of San Diego’s Valero Energy VLO Stock Holding History

WFA of San Diego’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	$119K	Hold	482	–	–	0.1%	118
2025 Q4	$78.5K	Sell	482 -222	-32%	-$37.6K	0.06%	154
2025 Q3	$120K	Hold	704	–	–	0.08%	126
2025 Q2	$94.6K	Buy	+704	New	+$87.7K	0.07%	144
2024 Q3	$68.1K	Hold	504	–	–	0.06%	156
2024 Q2	$79K	Buy	+504	New	+$81.3K	0.07%	140
2023 Q3	$93.2K	Buy	658 +558	+558%	+$73.1K	0.1%	118
2023 Q2	$11.7K	Buy	+100	New	+$11.6K	0.01%	270
2023 Q1	–	Sell	-343	Closed	-$43.5K	–	412
2022 Q4	$43.5K	Buy	+343	New	+$43.1K	0.03%	205
2022 Q3	–	Sell	-143	Closed	-$15K	–	385
2022 Q2	$15K	Buy	+143	New	+$16.9K	0.01%	245
2020 Q3	–	Sell	-2,412	Closed	-$218K	–	240
2020 Q2	$218K	Buy	+2,412	New	+$144K	0.05%	240

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

WFA of San Diego's VLO Position: Q1 2026 in Review

WFA of San Diego held its Valero Energy (VLO) position steady in Q1 2026 at 482 shares worth $119K. The position accounts for 0.1% of the portfolio, ranked #118.

WFA of San Diego first reported a position in VLO in Q2 2020 and has held it in 11 quarters since. The position peaked at $218K in Q2 2020. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

WFA of San Diego held 482 shares of Valero Energy worth $119K as of Q1 2026.
WFA of San Diego left its Valero Energy share count unchanged in Q1 2026.
Valero Energy made up 0.1% of WFA of San Diego's portfolio in Q1 2026, its #118 holding.
WFA of San Diego first reported a position in Valero Energy in Q2 2020 and has held it in 11 quarters since.
WFA of San Diego's Valero Energy position peaked at $218K in Q2 2020.
1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.