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Boston Financial Management’s Valero Energy VLO Stock Holding History

Boston Financial 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
2024
Q4 		– Sell
-1,596
Closed -$216K – 353
2024
Q3 		$216K Buy
+1,596
New +$232K 0.01% 315
2018
Q4 		– Sell
-2,100
Closed -$239K – 271
2018
Q3 		$239K Buy
+2,100
New +$238K 0.01% 274

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 $1.88B AUM 29.07% 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

Boston Financial Management's VLO Position: Q4 2024 in Review

Boston Financial Management sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 1,596 shares — an estimated $216K sold.

Boston Financial Management first reported a position in VLO in Q3 2018 and held it in 2 quarters. The position peaked at $239K in Q3 2018. 1,475 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Boston Financial Management reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Boston Financial Management sold 1,596 Valero Energy shares in Q4 2024, an estimated $216K.
  • Boston Financial Management first reported a position in Valero Energy in Q3 2018 and held it in 2 quarters.
  • Boston Financial Management's Valero Energy position peaked at $239K in Q3 2018.
  • 1,475 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.