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Congress Wealth Management’s Valero Energy VLO Stock Holding History

Congress 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
Q2 		$427K Buy
3,178
+445
+16% +$55.5K ﹤0.01% 972
2025
Q1 		$361K Buy
+2,733
New +$363K ﹤0.01% 901

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Congress Wealth Management's VLO Position: Q2 2025 in Review

Congress Wealth Management increased its Valero Energy (VLO) stake by 16% in Q2 2025, buying an estimated $55.5K and bringing the position to 3,178 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Congress Wealth Management first reported a position in VLO in Q1 2025 and has held it in 2 quarters since. 1,480 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • Congress Wealth Management held 3,178 shares of Valero Energy worth $427K as of Q2 2025.
  • Congress Wealth Management bought 445 Valero Energy shares in Q2 2025, an estimated $55.5K.
  • Valero Energy made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #972 holding.
  • Congress Wealth Management first reported a position in Valero Energy in Q1 2025 and has held it in 2 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.