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Cynosure Group’s Valero Energy VLO Stock Holding History

Cynosure Group’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
-3,449
Closed -$587K – 523
2025
Q3 		$587K Hold
3,449
– – 0.06% 136
2025
Q2 		$464K Buy
3,449
+787
+30% +$98.1K 0.05% 189
2025
Q1 		$352K Buy
2,662
+100
+4% +$13.3K 0.05% 223
2024
Q4 		$314K Sell
2,562
-179
-7% -$23.9K 0.05% 192
2024
Q3 		$370K Buy
2,741
+232
+9% +$33.7K 0.05% 277
2024
Q2 		$393K Buy
2,509
+400
+19% +$64.5K 0.06% 203
2024
Q1 		$360K Buy
+2,109
New +$302K 0.06% 158

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cynosure Group's VLO Position: Q4 2025 in Review

Cynosure Group sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 3,449 shares — an estimated $587K sold.

Cynosure Group first reported a position in VLO in Q1 2024 and held it in 7 quarters. The position peaked at $587K in Q3 2025. 1,622 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

  • Cynosure Group reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
  • Cynosure Group sold 3,449 Valero Energy shares in Q4 2025, an estimated $587K.
  • Cynosure Group first reported a position in Valero Energy in Q1 2024 and held it in 7 quarters.
  • Cynosure Group's Valero Energy position peaked at $587K in Q3 2025.
  • 1,622 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Cynosure Group's 13F filing for Q4 2025, filed 17 Feb 2026.