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EWG Elevate’s Valero Energy VLO Stock Holding History

EWG Elevate’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
Q3 		$608K Sell
3,571
-9
-0.3% -$1.34K 0.19% 75
2025
Q2 		$481K Buy
3,580
+8
+0.2% +$997 0.15% 95
2025
Q1 		$472K Hold
3,572
– – 0.18% 76
2024
Q4 		$438K Buy
+3,572
New +$478K 0.13% 102
2023
Q1 		– Sell
-110
Closed -$14K – 761
2022
Q4 		$14K Buy
+110
New +$13.8K 0.01% 335

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EWG Elevate's VLO Position: Q3 2025 in Review

EWG Elevate reduced its Valero Energy (VLO) stake by 0.25% in Q3 2025, selling an estimated $1.34K and leaving 3,571 shares worth $608K. The position accounts for 0.19% of the portfolio, ranked #75.

EWG Elevate first reported a position in VLO in Q4 2022 and has held it in 5 quarters since. 1,554 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • EWG Elevate held 3,571 shares of Valero Energy worth $608K as of Q3 2025.
  • EWG Elevate sold 9 Valero Energy shares in Q3 2025, an estimated $1.34K.
  • Valero Energy made up 0.19% of EWG Elevate's portfolio in Q3 2025, its #75 holding.
  • EWG Elevate first reported a position in Valero Energy in Q4 2022 and has held it in 5 quarters since.
  • 1,554 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.