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Estate Counselors’s Valero Energy VLO Stock Holding History

Estate Counselors’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
-10,735
Closed -$1.45M – 121
2024
Q3 		$1.45M Hold
10,735
– – 0.15% 72
2024
Q2 		$1.68M Sell
10,735
-50
-0.5% -$8.07K 0.18% 53
2024
Q1 		$1.84M Hold
10,785
– – 0.21% 50
2023
Q4 		$1.4M Hold
10,785
– – 0.17% 80
2023
Q3 		$1.53M Sell
10,785
-100
-0.9% -$13.1K 0.2% 62
2023
Q2 		$1.28M Buy
+10,885
New +$1.27M 0.16% 90

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

Estate Counselors's VLO Position: Q4 2024 in Review

Estate Counselors sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 10,735 shares — an estimated $1.45M sold.

Estate Counselors first reported a position in VLO in Q2 2023 and held it in 6 quarters. The position peaked at $1.84M in Q1 2024. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Estate Counselors reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Estate Counselors sold 10,735 Valero Energy shares in Q4 2024, an estimated $1.45M.
  • Estate Counselors first reported a position in Valero Energy in Q2 2023 and held it in 6 quarters.
  • Estate Counselors's Valero Energy position peaked at $1.84M in Q1 2024.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Estate Counselors's 13F filing for Q4 2024, filed 14 Feb 2025.