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Financial Advocates Investment Management’s Valero Energy VLO Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-4,690
Closed -$630K – 580
2025
Q2 		$630K Sell
4,690
-301
-6% -$37.5K 0.05% 309
2025
Q1 		$659K Sell
4,991
-313
-6% -$41.5K 0.05% 368
2024
Q4 		$650K Sell
5,304
-91
-2% -$12.2K 0.04% 389
2024
Q3 		$729K Sell
5,395
-55
-1% -$7.99K 0.04% 372
2024
Q2 		$854K Sell
5,450
-879
-14% -$142K 0.05% 327
2024
Q1 		$1.08M Buy
6,329
+175
+3% +$25.1K 0.06% 294
2023
Q4 		$800K Buy
6,154
+114
+2% +$14.5K 0.05% 333
2023
Q3 		$856K Buy
6,040
+1,081
+22% +$142K 0.06% 302
2023
Q2 		$582K Buy
4,959
+1,731
+54% +$201K 0.04% 368
2023
Q1 		$451K Buy
3,228
+20
+0.6% +$2.69K 0.03% 447
2022
Q4 		$407K Sell
3,208
-3,719
-54% -$467K 0.03% 487
2022
Q3 		$411K Buy
+6,927
New +$762K 0.03% 462
2022
Q1 		– Sell
-4,195
Closed -$315K – 819
2021
Q4 		$315K Buy
4,195
+29
+0.7% +$2.16K 0.02% 621
2021
Q3 		$294K Buy
4,166
+18
+0.4% +$1.2K 0.02% 620
2021
Q2 		$324K Sell
4,148
-72
-2% -$5.58K 0.02% 597
2021
Q1 		$302K Sell
4,220
-13
-0.3% -$884 0.02% 602
2020
Q4 		$255K Buy
+4,233
New +$208K 0.02% 613
2020
Q1 		– Sell
-3,065
Closed -$287K – 544
2019
Q4 		$287K Sell
3,065
-1,386
-31% -$131K 0.03% 401
2019
Q3 		$386K Buy
+4,451
New +$360K 0.04% 335
2018
Q4 		– Sell
-2,139
Closed -$243K – 509
2018
Q3 		$243K Buy
+2,139
New +$243K 0.03% 437
2018
Q2 		– Sell
-2,888
Closed -$268K – 511
2018
Q1 		$268K Hold
2,888
– – 0.03% 389
2017
Q4 		$266K Buy
+2,888
New +$238K 0.04% 386

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Financial Advocates Investment Management's VLO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Valero Energy (VLO) in Q3 2025, closing a stake of 4,690 shares — an estimated $630K sold.

Financial Advocates Investment Management first reported a position in VLO in Q4 2017 and held it in 22 quarters. The position peaked at $1.08M in Q1 2024. 1,556 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Valero Energy position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,690 Valero Energy shares in Q3 2025, an estimated $630K.
  • Financial Advocates Investment Management first reported a position in Valero Energy in Q4 2017 and held it in 22 quarters.
  • Financial Advocates Investment Management's Valero Energy position peaked at $1.08M in Q1 2024.
  • 1,556 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.