Berbice Capital Management’s Valero Energy VLO Stock Holding History

Berbice 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 Q2	–	Sell	-100	Closed	-$13.2K	–	193
2025 Q1	$13.2K	Buy	+100	New	+$13.3K	0.01%	131

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Berbice Capital Management's VLO Position: Q2 2025 in Review

Berbice Capital Management sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 100 shares — an estimated $13.2K sold.

Berbice Capital Management first reported a position in VLO in Q1 2025 and held it in 1 quarter. The position peaked at $13.2K in Q1 2025. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

Berbice Capital Management reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
Berbice Capital Management sold 100 Valero Energy shares in Q2 2025, an estimated $13.2K.
Berbice Capital Management first reported a position in Valero Energy in Q1 2025 and held it in 1 quarter.
Berbice Capital Management's Valero Energy position peaked at $13.2K in Q1 2025.
1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Berbice Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.