Beacon Capital Management LLC (Tennessee)’s Valero Energy VLO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-113	Closed	-$15.2K	–	975
2025 Q2	$15.2K	Sell	113 -53	-32%	-$6.61K	﹤0.01%	549
2025 Q1	$21.9K	Buy	166 +33	+25%	+$4.38K	﹤0.01%	467
2024 Q4	$16.3K	Buy	133 +1	+0.8%	+$134	﹤0.01%	508
2024 Q3	$17.8K	Buy	132 +32	+32%	+$4.65K	﹤0.01%	512
2024 Q2	$15.7K	Hold	100	–	–	﹤0.01%	488
2024 Q1	$17.1K	Buy	100 +12	+14%	+$1.72K	﹤0.01%	482
2023 Q4	$12.5K	Sell	88 -200	-69%	-$25.4K	﹤0.01%	466
2023 Q3	$33.8K	Hold	288	–	–	0.01%	314
2023 Q2	$33.8K	Buy	288 +54	+23%	+$6.28K	0.01%	314
2023 Q1	$32.7K	Hold	234	–	–	0.01%	284
2022 Q4	$29.7K	Hold	234	–	–	0.01%	308
2022 Q3	$25K	Hold	234	–	–	0.01%	307
2022 Q2	$24K	Hold	234	–	–	0.01%	358
2022 Q1	$24K	Buy	+234	New	+$20.3K	0.01%	358

Other funds holding VLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s VLO Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Valero Energy (VLO) in Q3 2025, closing a stake of 113 shares — an estimated $15.2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in VLO in Q1 2022 and held it in 14 quarters. The position peaked at $33.8K in Q3 2023. 1,558 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Valero Energy position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 113 Valero Energy shares in Q3 2025, an estimated $15.2K.
Beacon Capital Management LLC (Tennessee) first reported a position in Valero Energy in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Valero Energy position peaked at $33.8K in Q3 2023.
1,558 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.