DGI
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Disciplined Growth Investors’s Valero Energy VLO Stock Holding History

Disciplined Growth Investors’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 		– Sell
-1,500
Closed -$203K – 66
2024
Q3 		$203K Hold
1,500
– – ﹤0.01% 69
2024
Q2 		$235K Hold
1,500
– – ﹤0.01% 64
2024
Q1 		$256K Buy
+1,500
New +$215K ﹤0.01% 66
2023
Q4 		– Sell
-1,500
Closed -$213K – 69
2023
Q3 		$213K Buy
+1,500
New +$197K 0.01% 65
2023
Q2 		– Sell
-1,500
Closed -$209K – 66
2023
Q1 		$209K Buy
+1,500
New +$202K 0.01% 66
2022
Q2 		– Sell
-2,000
Closed -$203K – 91
2022
Q1 		$203K Buy
+2,000
New +$173K ﹤0.01% 93
2021
Q3 		– Sell
-2,700
Closed -$211K – 84
2021
Q2 		$211K Buy
+2,700
New +$209K ﹤0.01% 79

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 $1.88B AUM 29.07% 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

Disciplined Growth Investors's VLO Position: Q4 2024 in Review

Disciplined Growth Investors sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 1,500 shares — an estimated $203K sold.

Disciplined Growth Investors first reported a position in VLO in Q2 2021 and held it in 7 quarters. The position peaked at $256K in Q1 2024. 1,475 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Disciplined Growth Investors reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Disciplined Growth Investors sold 1,500 Valero Energy shares in Q4 2024, an estimated $203K.
  • Disciplined Growth Investors first reported a position in Valero Energy in Q2 2021 and held it in 7 quarters.
  • Disciplined Growth Investors's Valero Energy position peaked at $256K in Q1 2024.
  • 1,475 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Disciplined Growth Investors's 13F filing for Q4 2024, filed 14 Feb 2025.