Capital A Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
Other funds holding VLO
Capital A Wealth Management's VLO Position: Q2 2025 in Review
Capital A Wealth Management reduced its Valero Energy (VLO) stake by 71% in Q2 2025, selling an estimated $62.4K and leaving 206 shares worth $26.8K. The position accounts for 0.3% of the portfolio, ranked #112.
Capital A Wealth Management first reported a position in VLO in Q4 2024 and has held it in 3 quarters since. The position peaked at $93.4K in Q1 2025. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.
- Capital A Wealth Management held 206 shares of Valero Energy worth $26.8K as of Q2 2025.
- Capital A Wealth Management sold 501 Valero Energy shares in Q2 2025, an estimated $62.4K.
- Valero Energy made up 0.3% of Capital A Wealth Management's portfolio in Q2 2025, its #112 holding.
- Capital A Wealth Management first reported a position in Valero Energy in Q4 2024 and has held it in 3 quarters since.
- Capital A Wealth Management's Valero Energy position peaked at $93.4K in Q1 2025.
- 1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.
Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.