AS
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Altshuler Shaham’s Valero Energy VLO Stock Holding History

Altshuler Shaham’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
2024
Q4 		– Sell
-156
Closed -$21.1K – 421
2024
Q3 		$21.1K Sell
156
-30
-16% -$4.36K ﹤0.01% 178
2024
Q2 		$29.2K Sell
186
-43
-19% -$6.94K ﹤0.01% 120
2024
Q1 		$39.1K Sell
229
-113
-33% -$16.2K ﹤0.01% 107
2023
Q4 		$44.5K Sell
342
-141
-29% -$17.9K ﹤0.01% 128
2023
Q3 		$68.4K Sell
483
-308
-39% -$40.3K ﹤0.01% 117
2023
Q2 		$92.8K Sell
791
-167
-17% -$19.4K ﹤0.01% 136
2023
Q1 		$134K Buy
958
+47
+5% +$6.31K ﹤0.01% 112
2022
Q4 		$116K Buy
+911
New +$114K ﹤0.01% 120
2022
Q3 		– Sell
-36
Closed -$4K – 541
2022
Q2 		$4K Buy
+36
New +$4.26K ﹤0.01% 437
2019
Q4 		– Sell
-3
Closed – – 624
2019
Q3 		$0 Buy
+3
New +$243 ﹤0.01% 564

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Altshuler Shaham's VLO Position: Q4 2024 in Review

Altshuler Shaham sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 156 shares — an estimated $21.1K sold.

Altshuler Shaham first reported a position in VLO in Q3 2019 and held it in 10 quarters. The position peaked at $134K in Q1 2023. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Altshuler Shaham reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Altshuler Shaham sold 156 Valero Energy shares in Q4 2024, an estimated $21.1K.
  • Altshuler Shaham first reported a position in Valero Energy in Q3 2019 and held it in 10 quarters.
  • Altshuler Shaham's Valero Energy position peaked at $134K in Q1 2023.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Altshuler Shaham's 13F filing for Q4 2024, filed 13 Feb 2025.