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Carolinas Wealth Consulting’s Valero Energy VLO Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-792
Closed -$105K – 920
2025
Q1 		$105K Buy
792
+11
+1% +$1.46K 0.02% 237
2024
Q4 		$95.7K Buy
781
+19
+2% +$2.54K 0.02% 256
2024
Q3 		$103K Sell
762
-58
-7% -$8.42K 0.02% 255
2024
Q2 		$128K Buy
820
+8
+1% +$1.29K 0.02% 223
2024
Q1 		$139K Sell
812
-11
-1% -$1.58K 0.03% 221
2023
Q4 		$107K Sell
823
-150
-15% -$19.1K 0.02% 225
2023
Q3 		$124K Sell
973
-256
-21% -$33.5K 0.03% 197
2023
Q2 		$144K Sell
1,229
-46
-4% -$5.35K 0.03% 212
2023
Q1 		$178K Sell
1,275
-135
-10% -$18.1K 0.04% 181
2022
Q4 		$179K Buy
1,410
+73
+5% +$9.16K 0.04% 173
2022
Q3 		$143K Sell
1,337
-13
-1% -$1.43K 0.04% 188
2022
Q2 		$144K Buy
1,350
+206
+18% +$24.4K 0.04% 196
2022
Q1 		$116K Buy
1,144
+9
+0.8% +$781 0.03% 239
2021
Q4 		$85K Buy
1,135
+11
+1% +$819 0.02% 283
2021
Q3 		$79K Buy
1,124
+212
+23% +$14.1K 0.02% 271
2021
Q2 		$71K Buy
912
+10
+1% +$774 0.02% 312
2021
Q1 		$65K Buy
902
+9
+1% +$612 0.02% 323
2020
Q4 		$50K Buy
893
+103
+13% +$5.05K 0.01% 340
2020
Q3 		$34K Buy
790
+779
+7,082% +$40.8K 0.01% 337
2020
Q2 		$1K Buy
+11
New +$657 ﹤0.01% 623

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's VLO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 792 shares — an estimated $105K sold.

Carolinas Wealth Consulting first reported a position in VLO in Q2 2020 and held it in 20 quarters. The position peaked at $179K in Q4 2022. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 792 Valero Energy shares in Q2 2025, an estimated $105K.
  • Carolinas Wealth Consulting first reported a position in Valero Energy in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Valero Energy position peaked at $179K in Q4 2022.
  • 1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.