AWM
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Avitas Wealth Management’s Valero Energy VLO Stock Holding History

Avitas 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
2024
Q4 		$4.91M Buy
40,049
+309
+0.8% +$41.3K 0.68% 36
2024
Q3 		$5.37M Buy
39,740
+582
+1% +$84.5K 0.75% 33
2024
Q2 		$6.14M Buy
39,158
+176
+0.5% +$28.4K 0.9% 25
2024
Q1 		$6.65M Buy
38,982
+575
+1% +$82.4K 1.01% 23
2023
Q4 		$4.99M Buy
38,407
+1,426
+4% +$181K 0.84% 33
2023
Q3 		$5.24M Buy
36,981
+17
+0% +$2.23K 1% 24
2023
Q2 		$4.34M Buy
36,964
+443
+1% +$51.5K 0.78% 35
2023
Q1 		$5.1M Sell
36,521
-125
-0.3% -$16.8K 1% 26
2022
Q4 		$4.65M Sell
36,646
-31
-0.1% -$3.89K 0.98% 30
2022
Q3 		$3.92M Buy
36,677
+542
+1% +$59.6K 0.9% 30
2022
Q2 		$3.84M Sell
36,135
-22,520
-38% -$2.67M 0.84% 35
2022
Q1 		$5.96M Sell
58,655
-1,809
-3% -$157K 1.07% 18
2021
Q4 		$4.54M Buy
60,464
+1,118
+2% +$83.3K 0.76% 51
2021
Q3 		$4.19M Buy
+59,346
New +$3.95M 0.76% 47
2020
Q1 		– Sell
-42,927
Closed -$4.02M – 173
2019
Q4 		$4.02M Buy
42,927
+158
+0.4% +$14.9K 1.03% 27
2019
Q3 		$3.65M Buy
42,769
+674
+2% +$54.5K 1.01% 30
2019
Q2 		$3.6M Buy
42,095
+6,702
+19% +$553K 1% 28
2019
Q1 		$3M Buy
35,393
+223
+0.6% +$18.4K 0.87% 46
2018
Q4 		$2.64M Buy
+35,170
New +$3.09M 0.87% 47

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

Avitas Wealth Management's VLO Position: Q4 2024 in Review

Avitas Wealth Management increased its Valero Energy (VLO) stake by 0.78% in Q4 2024, buying an estimated $41.3K and bringing the position to 40,049 shares worth $4.91M. The position accounts for 0.68% of the portfolio, ranked #36.

Avitas Wealth Management first reported a position in VLO in Q4 2018 and has held it in 19 quarters since. The position peaked at $6.65M in Q1 2024. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Avitas Wealth Management held 40,049 shares of Valero Energy worth $4.91M as of Q4 2024.
  • Avitas Wealth Management bought 309 Valero Energy shares in Q4 2024, an estimated $41.3K.
  • Valero Energy made up 0.68% of Avitas Wealth Management's portfolio in Q4 2024, its #36 holding.
  • Avitas Wealth Management first reported a position in Valero Energy in Q4 2018 and has held it in 19 quarters since.
  • Avitas Wealth Management's Valero Energy position peaked at $6.65M in Q1 2024.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.