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Abich Financial Wealth Management’s Valero Energy VLO Stock Holding History

Abich Financial 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
2025
Q3 		$398K Buy
+2,335
New +$348K 0.14% 54
2024
Q3 		$177K Buy
1,309
+260
+25% +$37.8K 0.4% 27
2024
Q2 		$164K Buy
1,049
+993
+1,773% +$160K 0.11% 59
2024
Q1 		$9.56K Buy
56
+11
+24% +$1.58K 0.01% 219
2023
Q4 		$5.85K Buy
+45
New +$5.72K 0.01% 245

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Abich Financial Wealth Management's VLO Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Valero Energy (VLO) in Q3 2025: 2,335 shares worth $398K. The stake represents 0.14% of the portfolio and ranks #54 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in VLO as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in VLO in Q4 2023 and has held it in 5 quarters since. 1,555 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Abich Financial Wealth Management held 2,335 shares of Valero Energy worth $398K as of Q3 2025.
  • Valero Energy was a new Abich Financial Wealth Management position in Q3 2025.
  • Valero Energy made up 0.14% of Abich Financial Wealth Management's portfolio in Q3 2025, its #54 holding.
  • Abich Financial Wealth Management first reported a position in Valero Energy in Q4 2023 and has held it in 5 quarters since.
  • 1,555 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.