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Briaud Financial Planning’s Valero Energy VLO Stock Holding History

Briaud Financial Planning’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
-166
Closed -$22K – 335
2025
Q2 		$22K Hold
166
– – 0.01% 163
2025
Q1 		$21K Hold
166
– – 0.01% 122
2024
Q4 		$20K Hold
166
– – 0.01% 124
2024
Q3 		$22K Hold
166
– – 0.01% 92
2024
Q2 		$26K Hold
166
– – 0.02% 83
2024
Q1 		$29K Buy
+166
New +$23.8K 0.02% 75
2023
Q4 		– Sell
-166
Closed -$23K – 160
2023
Q3 		$23K Buy
+166
New +$21.7K 0.02% 82

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 $3.38T AUM 44.17% 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

Briaud Financial Planning's VLO Position: Q3 2025 in Review

Briaud Financial Planning sold out of Valero Energy (VLO) in Q3 2025, closing a stake of 166 shares — an estimated $22K sold.

Briaud Financial Planning first reported a position in VLO in Q3 2023 and held it in 7 quarters. The position peaked at $29K in Q1 2024. 1,558 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Briaud Financial Planning reported no remaining Valero Energy position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 166 Valero Energy shares in Q3 2025, an estimated $22K.
  • Briaud Financial Planning first reported a position in Valero Energy in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Valero Energy position peaked at $29K in Q1 2024.
  • 1,558 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.