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Bedel Financial Consulting’s Valero Energy VLO Stock Holding History

Bedel Financial Consulting’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
-1,601
Closed -$215K – 291
2025
Q2 		$215K Buy
+1,601
New +$200K 0.03% 254
2025
Q1 		– Sell
-1,601
Closed -$225K – 272
2024
Q4 		$225K Hold
1,601
– – 0.03% 244
2024
Q3 		$216K Buy
1,601
+73
+5% +$10.6K 0.03% 245
2024
Q2 		$240K Sell
1,528
-50
-3% -$8.07K 0.04% 218
2024
Q1 		$269K Hold
1,578
– – 0.04% 211
2023
Q4 		$205K Hold
1,578
– – 0.04% 234
2023
Q3 		$224K Buy
+1,578
New +$207K 0.05% 210
2023
Q2 		– Sell
-1,612
Closed -$225K – 243
2023
Q1 		$225K Hold
1,612
– – 0.05% 205
2022
Q4 		$204K Hold
1,612
– – 0.05% 217
2022
Q3 		$212K Buy
+1,612
New +$177K 0.06% 196
2022
Q2 		– Sell
-1,612
Closed -$164K – 884
2022
Q1 		$164K Hold
1,612
– – 0.05% 208
2021
Q4 		$121K Hold
1,612
– – 0.04% 249
2021
Q3 		$114K Hold
1,612
– – 0.04% 252
2021
Q2 		$126K Hold
1,612
– – 0.04% 235
2021
Q1 		$115K Hold
1,612
– – 0.04% 240
2020
Q4 		$91K Sell
1,612
-175
-10% -$8.59K 0.04% 234
2020
Q3 		$77K Hold
1,787
– – 0.04% 244
2020
Q2 		$105K Sell
1,787
-9
-0.5% -$538 0.06% 192
2020
Q1 		$81K Buy
1,796
+9
+0.5% +$654 0.05% 206
2019
Q4 		$167K Hold
1,787
– – 0.09% 155
2019
Q3 		$152K Buy
1,787
+30
+2% +$2.42K 0.09% 163
2019
Q2 		$150K Hold
1,757
– – 0.09% 160
2019
Q1 		$149K Hold
1,757
– – 0.1% 155
2018
Q4 		$132K Buy
1,757
+50
+3% +$4.39K 0.1% 157
2018
Q3 		$180K Hold
1,707
– – 0.12% 146
2018
Q2 		$189K Sell
1,707
-20
-1% -$2.24K 0.14% 141
2018
Q1 		$160K Buy
+1,727
New +$161K 0.12% 154

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bedel Financial Consulting's VLO Position: Q3 2025 in Review

Bedel Financial Consulting sold out of Valero Energy (VLO) in Q3 2025, closing a stake of 1,601 shares — an estimated $215K sold.

Bedel Financial Consulting first reported a position in VLO in Q1 2018 and held it in 27 quarters. The position peaked at $269K in Q1 2024. 1,557 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Bedel Financial Consulting reported no remaining Valero Energy position as of Q3 2025 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,601 Valero Energy shares in Q3 2025, an estimated $215K.
  • Bedel Financial Consulting first reported a position in Valero Energy in Q1 2018 and held it in 27 quarters.
  • Bedel Financial Consulting's Valero Energy position peaked at $269K in Q1 2024.
  • 1,557 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Bedel Financial Consulting's 13F filing for Q3 2025, filed 7 Nov 2025.