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Castleview Partners’s Valero Energy VLO Stock Holding History

Castleview Partners’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
Q1 		– Sell
-115
Closed -$14.2K – 561
2024
Q4 		$14.2K Hold
115
– – 0.01% 527
2024
Q3 		$15.5K Buy
115
+1
+0.9% +$145 0.01% 482
2024
Q2 		$17.9K Buy
114
+111
+3,700% +$17.9K 0.01% 452
2024
Q1 		$512 Hold
3
– – ﹤0.01% 839
2023
Q4 		$390 Buy
+3
New +$382 ﹤0.01% 814
2022
Q3 		– Sell
-219,195
Closed -$4.28M – 769
2022
Q2 		$4.28M Buy
+219,195
New +$25.9M 3.41% 5

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Castleview Partners's VLO Position: Q1 2025 in Review

Castleview Partners sold out of Valero Energy (VLO) in Q1 2025, closing a stake of 115 shares — an estimated $14.2K sold.

Castleview Partners first reported a position in VLO in Q2 2022 and held it in 6 quarters. The position peaked at $4.28M in Q2 2022. 1,467 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

  • Castleview Partners reported no remaining Valero Energy position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 115 Valero Energy shares in Q1 2025, an estimated $14.2K.
  • Castleview Partners first reported a position in Valero Energy in Q2 2022 and held it in 6 quarters.
  • Castleview Partners's Valero Energy position peaked at $4.28M in Q2 2022.
  • 1,467 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.