CCM Investment Group’s Valero Energy VLO Stock Holding History

CCM Investment Group’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	$4.65M	Sell	35,347 -775	-2%	-$103K	0.49%	48
2024 Q4	$4.32M	Buy	+36,122	New	+$4.83M	0.47%	49

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CCM Investment Group's VLO Position: Q1 2025 in Review

CCM Investment Group reduced its Valero Energy (VLO) stake by 2.1% in Q1 2025, selling an estimated $103K and leaving 35,347 shares worth $4.65M. The position accounts for 0.49% of the portfolio, ranked #48.

CCM Investment Group first reported a position in VLO in Q4 2024 and has held it in 2 quarters since. 1,467 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

CCM Investment Group held 35,347 shares of Valero Energy worth $4.65M as of Q1 2025.
CCM Investment Group sold 775 Valero Energy shares in Q1 2025, an estimated $103K.
Valero Energy made up 0.49% of CCM Investment Group's portfolio in Q1 2025, its #48 holding.
CCM Investment Group first reported a position in Valero Energy in Q4 2024 and has held it in 2 quarters since.
1,467 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.