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Evergreen Wealth Solutions’s Valero Energy VLO Stock Holding History

Evergreen Wealth Solutions’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
-1,726
Closed -$233K – 117
2024
Q3 		$233K Sell
1,726
-220
-11% -$31.9K 0.16% 99
2024
Q2 		$305K Sell
1,946
-213
-10% -$34.4K 0.22% 86
2024
Q1 		$368K Sell
2,159
-40
-2% -$5.73K 0.27% 76
2023
Q4 		$286K Buy
2,199
+120
+6% +$15.3K 0.24% 89
2023
Q3 		$295K Buy
2,079
+42
+2% +$5.5K 0.3% 80
2023
Q2 		$239K Buy
2,037
+215
+12% +$25K 0.24% 90
2023
Q1 		$254K Sell
1,822
-249
-12% -$33.5K 0.29% 86
2022
Q4 		$263K Sell
2,071
-49
-2% -$6.15K 0.35% 76
2022
Q3 		$227K Sell
2,120
-54
-2% -$5.94K 0.32% 87
2022
Q2 		$231K Sell
2,174
-330
-13% -$39.1K 0.28% 93
2022
Q1 		$254K Sell
2,504
-173
-6% -$15K 0.25% 86
2021
Q4 		$201K Buy
+2,677
New +$199K 0.18% 92

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

Evergreen Wealth Solutions's VLO Position: Q4 2024 in Review

Evergreen Wealth Solutions sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 1,726 shares — an estimated $233K sold.

Evergreen Wealth Solutions first reported a position in VLO in Q4 2021 and held it in 12 quarters. The position peaked at $368K in Q1 2024. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Evergreen Wealth Solutions reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 1,726 Valero Energy shares in Q4 2024, an estimated $233K.
  • Evergreen Wealth Solutions first reported a position in Valero Energy in Q4 2021 and held it in 12 quarters.
  • Evergreen Wealth Solutions's Valero Energy position peaked at $368K in Q1 2024.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Evergreen Wealth Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.