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Cherry Tree Wealth Management’s Valero Energy VLO Stock Holding History

Cherry Tree Wealth Management’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
Q4 		– Sell
-20
Closed -$3.41K – 634
2025
Q3 		$3.41K Hold
20
– – ﹤0.01% 492
2025
Q2 		$2.69K Hold
20
– – ﹤0.01% 516
2025
Q1 		$2.64K Hold
20
– – ﹤0.01% 605
2024
Q4 		$2.45K Hold
20
– – ﹤0.01% 526
2024
Q3 		$2.7K Hold
20
– – ﹤0.01% 516
2024
Q2 		$3.14K Hold
20
– – ﹤0.01% 489
2024
Q1 		$3.41K Hold
20
– – ﹤0.01% 467
2023
Q4 		$2.6K Hold
20
– – ﹤0.01% 486
2023
Q3 		$2.83K Hold
20
– – ﹤0.01% 460
2023
Q2 		$2.35K Buy
+20
New +$2.32K ﹤0.01% 479

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cherry Tree Wealth Management's VLO Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 20 shares — an estimated $3.41K sold.

Cherry Tree Wealth Management first reported a position in VLO in Q2 2023 and held it in 10 quarters. The position peaked at $3.41K in Q1 2024. 1,627 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 20 Valero Energy shares in Q4 2025, an estimated $3.41K.
  • Cherry Tree Wealth Management first reported a position in Valero Energy in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's Valero Energy position peaked at $3.41K in Q1 2024.
  • 1,627 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.