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Anderson Financial Strategies’s Valero Energy VLO Stock Holding History

Anderson Financial Strategies’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
-79
Closed -$10.4K – 211
2025
Q1 		$10.4K Sell
79
-20
-20% -$2.65K 0.01% 158
2024
Q4 		$12.1K Buy
+99
New +$13.2K 0.01% 87

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

Anderson Financial Strategies's VLO Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 79 shares — an estimated $10.4K sold.

Anderson Financial Strategies first reported a position in VLO in Q4 2024 and held it in 2 quarters. The position peaked at $12.1K in Q4 2024. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 79 Valero Energy shares in Q2 2025, an estimated $10.4K.
  • Anderson Financial Strategies first reported a position in Valero Energy in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's Valero Energy position peaked at $12.1K in Q4 2024.
  • 1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.