Foster Dykema Cabot & Partners’s Valero Energy VLO Stock Holding History

Foster Dykema Cabot & Partners’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	-13	Closed	-$1.75K	–	503
2024 Q3	$1.75K	Buy	+13	New	+$1.89K	﹤0.01%	462
2024 Q1	–	Sell	-5	Closed	-$650	–	359
2023 Q4	$650	Buy	+5	New	+$636	﹤0.01%	269

Other funds holding VLO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Foster Dykema Cabot & Partners's VLO Position: Q4 2024 in Review

Foster Dykema Cabot & Partners sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 13 shares — an estimated $1.75K sold.

Foster Dykema Cabot & Partners first reported a position in VLO in Q4 2023 and held it in 2 quarters. The position peaked at $1.75K in Q3 2024. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

Foster Dykema Cabot & Partners reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
Foster Dykema Cabot & Partners sold 13 Valero Energy shares in Q4 2024, an estimated $1.75K.
Foster Dykema Cabot & Partners first reported a position in Valero Energy in Q4 2023 and held it in 2 quarters.
Foster Dykema Cabot & Partners's Valero Energy position peaked at $1.75K in Q3 2024.
1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2024, filed 13 Feb 2025.