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Alaethes Wealth’s Valero Energy VLO Stock Holding History

Alaethes 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
2025
Q2 		– Sell
-11,660
Closed -$1.54M – 118
2025
Q1 		$1.54M Buy
11,660
+564
+5% +$74.8K 0.56% 64
2024
Q4 		$1.36M Buy
11,096
+11
+0.1% +$1.47K 0.49% 75
2024
Q3 		$1.5M Sell
11,085
-237
-2% -$34.4K 0.55% 76
2024
Q2 		$1.77M Buy
11,322
+109
+1% +$17.6K 0.73% 45
2024
Q1 		$1.91M Sell
11,213
-420
-4% -$60.2K 0.84% 43
2023
Q4 		$1.51M Buy
11,633
+330
+3% +$42K 0.72% 54
2023
Q3 		$1.6M Sell
11,303
-130
-1% -$17K 0.88% 34
2023
Q2 		$1.34M Buy
11,433
+194
+2% +$22.5K 0.74% 52
2023
Q1 		$1.57M Buy
11,239
+103
+0.9% +$13.8K 0.92% 32
2022
Q4 		$1.41M Sell
11,136
-259
-2% -$32.5K 0.97% 34
2022
Q3 		$1.22M Buy
+11,395
New +$1.25M 0.9% 34
2022
Q2 		– Sell
-114
Closed -$12K – 280
2022
Q1 		$12K Hold
114
– – 0.01% 216
2021
Q4 		$9K Hold
114
– – 0.01% 209
2021
Q3 		$8K Hold
114
– – 0.01% 203
2021
Q2 		$9K Buy
+114
New +$8.83K 0.01% 199

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Alaethes Wealth's VLO Position: Q2 2025 in Review

Alaethes Wealth sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 11,660 shares — an estimated $1.54M sold.

Alaethes Wealth first reported a position in VLO in Q2 2021 and held it in 15 quarters. The position peaked at $1.91M in Q1 2024. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • Alaethes Wealth reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
  • Alaethes Wealth sold 11,660 Valero Energy shares in Q2 2025, an estimated $1.54M.
  • Alaethes Wealth first reported a position in Valero Energy in Q2 2021 and held it in 15 quarters.
  • Alaethes Wealth's Valero Energy position peaked at $1.91M in Q1 2024.
  • 1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Alaethes Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.