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Cranbrook Wealth Management’s Valero Energy VLO Stock Holding History

Cranbrook 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
Q1 		– Sell
-62
Closed -$7.6K – 458
2024
Q4 		$7.6K Hold
62
– – ﹤0.01% 285
2024
Q3 		$8.37K Buy
+62
New +$9K ﹤0.01% 268
2014
Q1 		– Sell
-85
Closed -$4K – 226
2013
Q4 		$4K Buy
+85
New +$3.58K ﹤0.01% 195

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

Cranbrook Wealth Management's VLO Position: Q1 2025 in Review

Cranbrook Wealth Management sold out of Valero Energy (VLO) in Q1 2025, closing a stake of 62 shares — an estimated $7.6K sold.

Cranbrook Wealth Management first reported a position in VLO in Q4 2013 and held it in 3 quarters. The position peaked at $8.37K in Q3 2024. 1,467 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

  • Cranbrook Wealth Management reported no remaining Valero Energy position as of Q1 2025 after selling out during the quarter.
  • Cranbrook Wealth Management sold 62 Valero Energy shares in Q1 2025, an estimated $7.6K.
  • Cranbrook Wealth Management first reported a position in Valero Energy in Q4 2013 and held it in 3 quarters.
  • Cranbrook Wealth Management's Valero Energy position peaked at $8.37K in Q3 2024.
  • 1,467 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on Cranbrook Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.