Capital Performance Advisors’s Valero Energy VLO Stock Holding History

Capital Performance Advisors’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	-91	Closed	-$12.3K	–	2612
2024 Q3	$12.3K	Buy	+91	New	+$13.2K	﹤0.01%	755

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capital Performance Advisors's VLO Position: Q4 2024 in Review

Capital Performance Advisors sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 91 shares — an estimated $12.3K sold.

Capital Performance Advisors first reported a position in VLO in Q3 2024 and held it in 1 quarter. The position peaked at $12.3K in Q3 2024. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

Capital Performance Advisors reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 91 Valero Energy shares in Q4 2024, an estimated $12.3K.
Capital Performance Advisors first reported a position in Valero Energy in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Valero Energy position peaked at $12.3K in Q3 2024.
1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.