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Evergreen Wealth Management’s Valero Energy VLO Stock Holding History

Evergreen Wealth Management’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
Q1 		– Sell
-6,871
Closed -$842K – 57
2024
Q4 		$842K Sell
6,871
-37
-0.5% -$4.95K 0.5% 49
2024
Q3 		$933K Sell
6,908
-2,371
-26% -$344K 0.56% 47
2024
Q2 		$1.45M Hold
9,279
– – 0.96% 36
2024
Q1 		$1.58M Hold
9,279
– – 1.07% 34
2023
Q4 		$1.21M Buy
9,279
+220
+2% +$28K 0.89% 39
2023
Q3 		$1.28M Buy
9,059
+138
+2% +$18.1K 1.01% 38
2023
Q2 		$1.05M Buy
8,921
+639
+8% +$74.3K 0.82% 38
2023
Q1 		$1.16M Buy
8,282
+100
+1% +$13.4K 1.03% 37
2022
Q4 		$1.04M Buy
+8,182
New +$1.03M 0.96% 38

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Evergreen Wealth Management's VLO Position: Q1 2025 in Review

Evergreen Wealth Management sold out of Valero Energy (VLO) in Q1 2025, closing a stake of 6,871 shares — an estimated $842K sold.

Evergreen Wealth Management first reported a position in VLO in Q4 2022 and held it in 9 quarters. The position peaked at $1.58M in Q1 2024. 1,467 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

  • Evergreen Wealth Management reported no remaining Valero Energy position as of Q1 2025 after selling out during the quarter.
  • Evergreen Wealth Management sold 6,871 Valero Energy shares in Q1 2025, an estimated $842K.
  • Evergreen Wealth Management first reported a position in Valero Energy in Q4 2022 and held it in 9 quarters.
  • Evergreen Wealth Management's Valero Energy position peaked at $1.58M in Q1 2024.
  • 1,467 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on Evergreen Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.