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Financial Gravity Companies’s Valero Energy VLO Stock Holding History

Financial Gravity Companies’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
-277
Closed -$37.4K – 1019
2024
Q3 		$37.4K Buy
+277
New +$40.2K 0.01% 204
2018
Q4 		$475K Buy
+5,571
New +$489K 0.43% 35
2018
Q1 		$408K Buy
3,627
+580
+19% +$54.1K 0.42% 39
2017
Q4 		$292K Buy
+3,047
New +$251K 0.34% 52

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

Financial Gravity Companies's VLO Position: Q4 2024 in Review

Financial Gravity Companies sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 277 shares — an estimated $37.4K sold.

Financial Gravity Companies first reported a position in VLO in Q4 2017 and held it in 4 quarters. The position peaked at $475K in Q4 2018. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Financial Gravity Companies reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Financial Gravity Companies sold 277 Valero Energy shares in Q4 2024, an estimated $37.4K.
  • Financial Gravity Companies first reported a position in Valero Energy in Q4 2017 and held it in 4 quarters.
  • Financial Gravity Companies's Valero Energy position peaked at $475K in Q4 2018.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.