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B.O.S.S. Retirement Advisors’s Valero Energy VLO Stock Holding History

B.O.S.S. Retirement Advisors’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 		– Sell
-9,421
Closed -$1.27M – 290
2024
Q3 		$1.27M Buy
9,421
+842
+10% +$122K 0.26% 102
2024
Q2 		$1.34M Sell
8,579
-87
-1% -$14K 0.34% 83
2024
Q1 		$1.13M Sell
8,666
-1,061
-11% -$152K 0.43% 89
2023
Q4 		$1.26M Sell
9,727
-1,634
-14% -$208K 0.25% 138
2023
Q3 		$1.61M Sell
11,361
-1,580
-12% -$207K 0.35% 103
2023
Q2 		$1.52M Sell
12,941
-11,550
-47% -$1.34M 0.32% 127
2023
Q1 		$3.42M Sell
24,491
-1,318
-5% -$177K 0.8% 26
2022
Q4 		$3.27M Buy
+25,809
New +$3.24M 0.84% 22

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

B.O.S.S. Retirement Advisors's VLO Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 9,421 shares — an estimated $1.27M sold.

B.O.S.S. Retirement Advisors first reported a position in VLO in Q4 2022 and held it in 8 quarters. The position peaked at $3.42M in Q1 2023. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 9,421 Valero Energy shares in Q4 2024, an estimated $1.27M.
  • B.O.S.S. Retirement Advisors first reported a position in Valero Energy in Q4 2022 and held it in 8 quarters.
  • B.O.S.S. Retirement Advisors's Valero Energy position peaked at $3.42M in Q1 2023.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.