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Donoghue Forlines’s Valero Energy VLO Stock Holding History

Donoghue Forlines’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
-8,447
Closed -$1.14M – 272
2024
Q3 		$1.14M Buy
+8,447
New +$1.23M 0.33% 112
2024
Q2 		– Sell
-4,454
Closed -$760K – 263
2024
Q1 		$760K Sell
4,454
-403
-8% -$57.7K 0.22% 99
2023
Q4 		$631K Buy
+4,857
New +$618K 0.2% 129
2023
Q3 		– Sell
-3,583
Closed -$420K – 290
2023
Q2 		$420K Sell
3,583
-5,853
-62% -$680K 0.13% 162
2023
Q1 		$1.32M Buy
+9,436
New +$1.27M 0.47% 45
2022
Q4 		– Sell
-3,979
Closed -$425K – 270
2022
Q3 		$425K Buy
+3,979
New +$438K 0.15% 123
2020
Q4 		– Sell
-25,102
Closed -$1.09M – 301
2020
Q3 		$1.09M Buy
25,102
+3,034
+14% +$159K 0.3% 114
2020
Q2 		$1.3M Buy
22,068
+7,323
+50% +$437K 0.34% 60
2020
Q1 		$669K Sell
14,745
-44,434
-75% -$3.23M 0.15% 46
2019
Q4 		$5.54M Buy
59,179
+7,850
+15% +$742K 0.86% 17
2019
Q3 		$4.38M Sell
51,329
-32,586
-39% -$2.63M 0.62% 39
2019
Q2 		$7.18M Buy
+83,915
New +$6.93M 0.84% 18
2018
Q3 		– Sell
-20,229
Closed -$2.24M – 196
2018
Q2 		$2.24M Buy
+20,229
New +$2.27M 0.19% 86
2018
Q1 		– Sell
-29,689
Closed -$2.73M – 184
2017
Q4 		$2.73M Sell
29,689
-233,485
-89% -$19.3M 0.21% 72
2017
Q3 		$20.2M Buy
263,174
+16,863
+7% +$1.16M 2.13% 4
2017
Q2 		$16.6M Buy
+246,311
New +$16M 1.89% 12

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

Donoghue Forlines's VLO Position: Q4 2024 in Review

Donoghue Forlines sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 8,447 shares — an estimated $1.14M sold.

Donoghue Forlines first reported a position in VLO in Q2 2017 and held it in 16 quarters. The position peaked at $20.2M in Q3 2017. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Donoghue Forlines reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 8,447 Valero Energy shares in Q4 2024, an estimated $1.14M.
  • Donoghue Forlines first reported a position in Valero Energy in Q2 2017 and held it in 16 quarters.
  • Donoghue Forlines's Valero Energy position peaked at $20.2M in Q3 2017.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.