Financial Gravity Asset Management’s Valero Energy VLO Stock Holding History

Financial Gravity Asset 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 Q4	–	Sell	-24	Closed	-$4.14K	–	940
2025 Q3	$4.14K	Buy	+24	New	+$3.58K	﹤0.01%	705
2024 Q2	–	Sell	-2	Closed	-$319	–	1782
2024 Q1	$319	Buy	2 +1	+100%	+$143	﹤0.01%	898
2023 Q4	$241	Buy	+1	New	+$127	﹤0.01%	1022
2019 Q4	$94K	Sell	31 -25	-45%	-$2.36K	0.06%	348
2019 Q3	$5K	Sell	56 -24	-30%	-$1.94K	﹤0.01%	713
2019 Q2	$7K	Sell	80 -90	-53%	-$7.43K	0.01%	648
2019 Q1	$15K	Buy	+170	New	+$14K	0.01%	485
2018 Q3	$486K	Buy	5,566 +536	+11%	+$60.9K	0.51%	33
2018 Q2	$580K	Buy	5,030 +1,403	+39%	+$157K	0.54%	25
2018 Q1	$408K	Buy	+3,627	New	+$339K	0.42%	39

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Financial Gravity Asset Management's VLO Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 24 shares — an estimated $4.14K sold.

Financial Gravity Asset Management first reported a position in VLO in Q1 2018 and held it in 10 quarters. The position peaked at $580K in Q2 2018. 1,627 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

Financial Gravity Asset Management reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 24 Valero Energy shares in Q4 2025, an estimated $4.14K.
Financial Gravity Asset Management first reported a position in Valero Energy in Q1 2018 and held it in 10 quarters.
Financial Gravity Asset Management's Valero Energy position peaked at $580K in Q2 2018.
1,627 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.