Barometer Capital Management’s Valero Energy VLO Stock Holding History

Barometer Capital 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
2025 Q1	–	Sell	-9,250	Closed	-$1.44M	–	194
2024 Q4	$1.44M	Buy	+9,250	New	+$1.24M	0.58%	35
2024 Q3	–	Sell	-9,250	Closed	-$1.44M	–	203
2024 Q2	$1.44M	Buy	+9,250	New	+$1.49M	0.56%	35
2020 Q1	–	Sell	-4,300	Closed	-$403K	–	156
2019 Q4	$403K	Buy	+4,300	New	+$406K	0.06%	122
2019 Q2	–	Sell	-102,550	Closed	-$8.7M	–	170
2019 Q1	$8.7M	Buy	+102,550	New	+$8.47M	0.99%	29
2018 Q2	–	Sell	-64,300	Closed	-$5.96M	–	179
2018 Q1	$5.96M	Sell	64,300 -5,450	-8%	-$509K	0.5%	67
2017 Q4	$6.41M	Sell	69,750 -8,850	-11%	-$730K	0.58%	51
2017 Q3	$6.05M	Buy	+78,600	New	+$5.41M	0.59%	51

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Barometer Capital Management's VLO Position: Q1 2025 in Review

Barometer Capital Management sold out of Valero Energy (VLO) in Q1 2025, closing a stake of 9,250 shares — an estimated $1.44M sold.

Barometer Capital Management first reported a position in VLO in Q3 2017 and held it in 7 quarters. The position peaked at $8.7M in Q1 2019. 1,467 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

Barometer Capital Management reported no remaining Valero Energy position as of Q1 2025 after selling out during the quarter.
Barometer Capital Management sold 9,250 Valero Energy shares in Q1 2025, an estimated $1.44M.
Barometer Capital Management first reported a position in Valero Energy in Q3 2017 and held it in 7 quarters.
Barometer Capital Management's Valero Energy position peaked at $8.7M in Q1 2019.
1,467 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on Barometer Capital Management's 13F filing for Q1 2025, filed 14 May 2025.