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Flaharty Asset Management’s Valero Energy VLO Stock Holding History

Flaharty 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
Q2 		– Sell
-102
Closed -$13.5K – 477
2025
Q1 		$13.5K Buy
+102
New +$13.5K ﹤0.01% 299
2024
Q4 		– Sell
-1
Closed -$135 – 426
2024
Q3 		$135 Buy
+1
New +$145 ﹤0.01% 442
2023
Q4 		– Sell
-1
Closed -$142 – 442
2023
Q3 		$142 Buy
+1
New +$131 ﹤0.01% 465

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Flaharty Asset Management's VLO Position: Q2 2025 in Review

Flaharty Asset Management sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 102 shares — an estimated $13.5K sold.

Flaharty Asset Management first reported a position in VLO in Q3 2023 and held it in 3 quarters. The position peaked at $13.5K in Q1 2025. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • Flaharty Asset Management reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 102 Valero Energy shares in Q2 2025, an estimated $13.5K.
  • Flaharty Asset Management first reported a position in Valero Energy in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's Valero Energy position peaked at $13.5K in Q1 2025.
  • 1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.