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Argonautica Private Wealth Management’s Valero Energy VLO Stock Holding History

Argonautica Private 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
Q4 		– Sell
-18,242
Closed -$3.11M – 199
2025
Q3 		$3.11M Sell
18,242
-225
-1% -$33.6K 0.91% 28
2025
Q2 		$2.48M Sell
18,467
-665
-3% -$82.9K 0.79% 39
2025
Q1 		$2.53M Buy
19,132
+82
+0.4% +$10.9K 0.87% 40
2024
Q4 		$2.34M Sell
19,050
-123
-0.6% -$16.5K 0.75% 42
2024
Q3 		$2.59M Buy
19,173
+77
+0.4% +$11.2K 0.86% 40
2024
Q2 		$2.99M Sell
19,096
-63
-0.3% -$10.2K 1.02% 24
2024
Q1 		$3.27M Buy
19,159
+245
+1% +$35.1K 1.17% 21
2023
Q4 		$2.46M Sell
18,914
-5
-0% -$636 1.01% 29
2023
Q3 		$2.68M Buy
18,919
+120
+0.6% +$15.7K 1.2% 26
2023
Q2 		$2.21M Buy
18,799
+122
+0.7% +$14.2K 0.99% 28
2023
Q1 		$2.61M Sell
18,677
-3,339
-15% -$449K 1.31% 23
2022
Q4 		$2.79M Buy
+22,016
New +$2.76M 1.43% 27

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Argonautica Private Wealth Management's VLO Position: Q4 2025 in Review

Argonautica Private Wealth Management sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 18,242 shares — an estimated $3.11M sold.

Argonautica Private Wealth Management first reported a position in VLO in Q4 2022 and held it in 12 quarters. The position peaked at $3.27M in Q1 2024. 1,627 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

  • Argonautica Private Wealth Management reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
  • Argonautica Private Wealth Management sold 18,242 Valero Energy shares in Q4 2025, an estimated $3.11M.
  • Argonautica Private Wealth Management first reported a position in Valero Energy in Q4 2022 and held it in 12 quarters.
  • Argonautica Private Wealth Management's Valero Energy position peaked at $3.27M in Q1 2024.
  • 1,627 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Argonautica Private Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.