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Criterion Capital Advisors’s Valero Energy VLO Stock Holding History

Criterion Capital Advisors’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
2024
Q4 		$232K Hold
1,478
– – 0.15% 70
2024
Q3 		$232K Hold
1,478
– – 0.15% 70
2024
Q2 		$232K Hold
1,478
– – 0.15% 70
2024
Q1 		$252K Sell
1,478
-645
-30% -$92.4K 0.17% 68
2023
Q4 		$276K Buy
+2,123
New +$270K 0.2% 67

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Criterion Capital Advisors's VLO Position: Q4 2024 in Review

Criterion Capital Advisors held its Valero Energy (VLO) position steady in Q4 2024 at 1,478 shares worth $232K. The position accounts for 0.15% of the portfolio, ranked #70.

Criterion Capital Advisors first reported a position in VLO in Q4 2023 and has held it in 5 quarters since. The position peaked at $276K in Q4 2023. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Criterion Capital Advisors held 1,478 shares of Valero Energy worth $232K as of Q4 2024.
  • Criterion Capital Advisors left its Valero Energy share count unchanged in Q4 2024.
  • Valero Energy made up 0.15% of Criterion Capital Advisors's portfolio in Q4 2024, its #70 holding.
  • Criterion Capital Advisors first reported a position in Valero Energy in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Valero Energy position peaked at $276K in Q4 2023.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.