Continuum Advisory’s Valero Energy VLO Stock Holding History

Continuum Advisory’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	-1,222	Closed	-$161K	–	1542
2025 Q1	$161K	Buy	1,222 +86	+8%	+$11.4K	0.02%	432
2024 Q4	$139K	Sell	1,136 -207	-15%	-$27.7K	0.02%	460
2024 Q3	$188K	Sell	1,343 -20,507	-94%	-$2.98M	0.02%	405
2024 Q2	$3.43M	Buy	21,850 +802	+4%	+$129K	0.49%	38
2024 Q1	$3.34M	Buy	21,048 +6,033	+40%	+$864K	0.5%	34
2023 Q4	$1.95M	Buy	15,015 +12,026	+402%	+$1.53M	0.28%	99
2023 Q3	$424K	Buy	2,989 +98	+3%	+$12.8K	0.07%	303
2023 Q2	$339K	Buy	2,891 +363	+14%	+$42.2K	0.05%	342
2023 Q1	$353K	Buy	+2,528	New	+$340K	0.06%	318
2020 Q3	–	Sell	-4,540	Closed	-$256K	–	163
2020 Q2	$256K	Sell	4,540 -670	-13%	-$40K	0.16%	115
2020 Q1	$214K	Buy	+5,210	New	+$378K	0.14%	124
2018 Q4	–	Sell	-1,810	Closed	-$206K	–	175
2018 Q3	$206K	Hold	1,810	–	–	0.14%	143
2018 Q2	$201K	Buy	+1,810	New	+$203K	0.15%	141

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Continuum Advisory's VLO Position: Q2 2025 in Review

Continuum Advisory sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 1,222 shares — an estimated $161K sold.

Continuum Advisory first reported a position in VLO in Q2 2018 and held it in 13 quarters. The position peaked at $3.43M in Q2 2024. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

Continuum Advisory reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 1,222 Valero Energy shares in Q2 2025, an estimated $161K.
Continuum Advisory first reported a position in Valero Energy in Q2 2018 and held it in 13 quarters.
Continuum Advisory's Valero Energy position peaked at $3.43M in Q2 2024.
1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.