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Baldwin Wealth Partners’s Valero Energy VLO Stock Holding History

Baldwin Wealth Partners’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
-2
Closed -$270 – 996
2024
Q3 		$270 Buy
+2
New +$290 ﹤0.01% 1051
2022
Q1 		– Sell
-960
Closed -$72K – 701
2021
Q4 		$72K Hold
960
– – 0.01% 307
2021
Q3 		$68K Hold
960
– – 0.01% 312
2021
Q2 		$75K Hold
960
– – 0.01% 307
2021
Q1 		$69K Hold
960
– – 0.01% 300
2020
Q4 		$54K Hold
960
– – 0.01% 310
2020
Q3 		$42K Sell
960
-9,350
-91% -$490K 0.01% 316
2020
Q2 		$606K Buy
10,310
+1,330
+15% +$79.4K 0.09% 90
2020
Q1 		$407K Buy
8,980
+5,855
+187% +$425K 0.07% 103
2019
Q4 		$293K Buy
3,125
+2,625
+525% +$248K 0.04% 148
2019
Q3 		$43K Sell
500
-7
-1% -$566 0.01% 330
2019
Q2 		$43K Hold
507
– – 0.01% 325
2019
Q1 		$43K Hold
507
– – 0.01% 317
2018
Q4 		$38K Hold
507
– – 0.01% 313
2018
Q3 		$58K Hold
507
– – 0.01% 297
2018
Q2 		$56K Buy
507
+7
+1% +$785 0.01% 305
2018
Q1 		$46K Hold
500
– – 0.01% 310
2017
Q4 		$46K Hold
500
– – 0.01% 313
2017
Q3 		$38K Sell
500
-250
-33% -$17.2K 0.01% 311
2017
Q2 		$51K Hold
750
– – 0.01% 297
2017
Q1 		$50K Sell
750
-435
-37% -$29.1K 0.01% 293
2016
Q4 		$81K Buy
+1,185
New +$72.9K 0.01% 252
2016
Q2 		– Sell
-150
Closed -$10K – 494
2016
Q1 		$10K Buy
+150
New +$9.54K ﹤0.01% 418

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

Baldwin Wealth Partners's VLO Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 2 shares — an estimated $270 sold.

Baldwin Wealth Partners first reported a position in VLO in Q1 2016 and held it in 23 quarters. The position peaked at $606K in Q2 2020. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2 Valero Energy shares in Q4 2024, an estimated $270.
  • Baldwin Wealth Partners first reported a position in Valero Energy in Q1 2016 and held it in 23 quarters.
  • Baldwin Wealth Partners's Valero Energy position peaked at $606K in Q2 2020.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.