BXM Wealth’s Valero Energy VLO Stock Holding History

BXM Wealth’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 Q4	–	Sell	-1,225	Closed	-$209K	–	155
2025 Q3	$209K	Buy	+1,225	New	+$183K	0.2%	124

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BXM Wealth's VLO Position: Q4 2025 in Review

BXM Wealth sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 1,225 shares — an estimated $209K sold.

BXM Wealth first reported a position in VLO in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 1,622 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

BXM Wealth reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
BXM Wealth sold 1,225 Valero Energy shares in Q4 2025, an estimated $209K.
BXM Wealth first reported a position in Valero Energy in Q3 2025 and held it in 1 quarter.
BXM Wealth's Valero Energy position peaked at $209K in Q3 2025.
1,622 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on BXM Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.