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Atria Wealth Solutions’s Valero Energy VLO Stock Holding History

Atria Wealth Solutions’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 		$1.05M Sell
7,767
-9,382
-55% -$1.17M 0.02% 617
2025
Q1 		$2.26M Sell
17,149
-7,885
-31% -$1.05M 0.03% 585
2024
Q4 		$3.07M Buy
25,034
+749
+3% +$100K 0.03% 500
2024
Q3 		$3.28M Sell
24,285
-1,749
-7% -$254K 0.04% 469
2024
Q2 		$4.08M Sell
26,034
-3,424
-12% -$553K 0.05% 386
2024
Q1 		$5.03M Buy
29,458
+5,203
+21% +$745K 0.06% 337
2023
Q4 		$3.15M Sell
24,255
-284
-1% -$36.1K 0.04% 452
2023
Q3 		$3.48M Sell
24,539
-165
-0.7% -$21.6K 0.05% 390
2023
Q2 		$2.9M Sell
24,704
-15,199
-38% -$1.77M 0.04% 451
2023
Q1 		$5.57M Buy
39,903
+13,635
+52% +$1.83M 0.08% 244
2022
Q4 		$3.33M Sell
26,268
-2,810
-10% -$353K 0.05% 354
2022
Q3 		$3.11M Buy
29,078
+1,610
+6% +$177K 0.05% 338
2022
Q2 		$2.92M Sell
27,468
-97
-0.4% -$11.5K 0.05% 346
2022
Q1 		$2.8M Buy
+27,565
New +$2.39M 0.05% 390

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Atria Wealth Solutions's VLO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Valero Energy (VLO) stake by 55% in Q2 2025, selling an estimated $1.17M and leaving 7,767 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #617.

Atria Wealth Solutions first reported a position in VLO in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.57M in Q1 2023. 1,480 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • Atria Wealth Solutions held 7,767 shares of Valero Energy worth $1.05M as of Q2 2025.
  • Atria Wealth Solutions sold 9,382 Valero Energy shares in Q2 2025, an estimated $1.17M.
  • Valero Energy made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #617 holding.
  • Atria Wealth Solutions first reported a position in Valero Energy in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Valero Energy position peaked at $5.57M in Q1 2023.
  • 1,480 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.