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Winnow Wealth’s Valero Energy VLO Stock Holding History

Winnow Wealth’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 		– Sell
-102
Closed -$16.6K – 541
2025
Q4 		$16.6K Sell
102
-233
-70% -$39.5K 0.01% 200
2025
Q3 		$57.3K Buy
+335
New +$50K 0.04% 154
2025
Q2 		– Sell
-370
Closed -$48.8K – 657
2025
Q1 		$48.8K Sell
370
-6,854
-95% -$909K 0.05% 152
2024
Q4 		$859K Buy
+7,224
New +$966K 0.85% 35

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

Winnow Wealth's VLO Position: Q1 2026 in Review

Winnow Wealth sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 102 shares — an estimated $16.6K sold.

Winnow Wealth first reported a position in VLO in Q4 2024 and held it in 4 quarters. The position peaked at $859K in Q4 2024. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Winnow Wealth reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 102 Valero Energy shares in Q1 2026, an estimated $16.6K.
  • Winnow Wealth first reported a position in Valero Energy in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Valero Energy position peaked at $859K in Q4 2024.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

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