AAS
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Avantax Advisory Services’s Valero Energy VLO Stock Holding History

Avantax Advisory Services’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 		$7.18M Sell
53,431
-2,068
-4% -$258K 0.04% 343
2025
Q1 		$7.33M Buy
55,499
+5,753
+12% +$763K 0.04% 317
2024
Q4 		$6.1M Buy
49,746
+790
+2% +$106K 0.04% 343
2024
Q3 		$6.61M Sell
48,956
-11,627
-19% -$1.69M 0.04% 325
2024
Q2 		$9.5M Buy
60,583
+11,958
+25% +$1.93M 0.07% 217
2024
Q1 		$8.3M Buy
48,625
+2,769
+6% +$397K 0.07% 211
2023
Q4 		$5.96M Buy
45,856
+2,122
+5% +$270K 0.06% 245
2023
Q3 		$6.2M Sell
43,734
-2,304
-5% -$302K 0.07% 213
2023
Q2 		$5.4M Sell
46,038
-4,277
-9% -$497K 0.06% 238
2023
Q1 		$7.02M Buy
50,315
+26,268
+109% +$3.53M 0.09% 180
2022
Q4 		$3.05M Buy
24,047
+1,956
+9% +$246K 0.04% 330
2022
Q3 		$2.36M Buy
22,091
+2,682
+14% +$295K 0.04% 345
2022
Q2 		$2.06M Buy
19,409
+1,181
+6% +$140K 0.03% 370
2022
Q1 		$1.84M Buy
18,228
+3,397
+23% +$295K 0.03% 393
2021
Q4 		$1.11M Sell
14,831
-459
-3% -$34.2K 0.02% 508
2021
Q3 		$1.08M Buy
15,290
+525
+4% +$34.9K 0.02% 470
2021
Q2 		$1.15M Sell
14,765
-2,138
-13% -$166K 0.02% 445
2021
Q1 		$1.21M Sell
16,903
-627
-4% -$42.6K 0.03% 389
2020
Q4 		$992K Sell
17,530
-36,820
-68% -$1.81M 0.02% 392
2020
Q3 		$2.36M Buy
54,350
+23,117
+74% +$1.21M 0.04% 335
2020
Q2 		$1.84M Sell
31,233
-540
-2% -$32.3K 0.05% 230
2020
Q1 		$1.45M Sell
31,773
-1,865
-6% -$135K 0.04% 240
2019
Q4 		$3.15M Buy
33,638
+9,953
+42% +$941K 0.07% 153
2019
Q3 		$2.02M Buy
23,685
+883
+4% +$71.4K 0.08% 130
2019
Q2 		$1.95M Buy
22,802
+4,110
+22% +$339K 0.09% 118
2019
Q1 		$1.59M Buy
18,692
+4,648
+33% +$384K 0.08% 131
2018
Q4 		$1.05M Buy
+14,044
New +$1.23M 0.18% 128

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

Avantax Advisory Services's VLO Position: Q2 2025 in Review

Avantax Advisory Services reduced its Valero Energy (VLO) stake by 3.7% in Q2 2025, selling an estimated $258K and leaving 53,431 shares worth $7.18M. The position accounts for 0.04% of the portfolio, ranked #343.

Avantax Advisory Services first reported a position in VLO in Q4 2018 and has held it in 27 quarters since. The position peaked at $9.5M in Q2 2024. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • Avantax Advisory Services held 53,431 shares of Valero Energy worth $7.18M as of Q2 2025.
  • Avantax Advisory Services sold 2,068 Valero Energy shares in Q2 2025, an estimated $258K.
  • Valero Energy made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #343 holding.
  • Avantax Advisory Services first reported a position in Valero Energy in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Valero Energy position peaked at $9.5M in Q2 2024.
  • 1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.