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Fulcrum Equity Management’s Valero Energy VLO Stock Holding History

Fulcrum Equity 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
-2,735
Closed -$368K – 124
2025
Q2 		$368K Sell
2,735
-727
-21% -$90.6K 0.38% 62
2025
Q1 		$457K Sell
3,462
-360
-9% -$47.8K 0.5% 50
2024
Q4 		$469K Sell
3,822
-4,442
-54% -$594K 0.46% 62
2024
Q3 		$1.12M Sell
8,264
-1,396
-14% -$203K 0.94% 35
2024
Q2 		$1.51M Buy
9,660
+896
+10% +$145K 1.36% 10
2024
Q1 		$1.5M Sell
8,764
-42
-0.5% -$6.02K 1.76% 10
2023
Q4 		$1.14M Buy
8,806
+86
+1% +$10.9K 1.41% 20
2023
Q3 		$1.24M Buy
8,720
+3,832
+78% +$502K 1.45% 16
2023
Q2 		$573K Buy
4,888
+849
+21% +$98.7K 0.66% 40
2023
Q1 		$564K Buy
+4,039
New +$543K 0.53% 51
2019
Q4 		– Sell
-2,252
Closed -$192K – 223
2019
Q3 		$192K Buy
+2,252
New +$182K 0.1% 86

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 $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fulcrum Equity Management's VLO Position: Q3 2025 in Review

Fulcrum Equity Management sold out of Valero Energy (VLO) in Q3 2025, closing a stake of 2,735 shares — an estimated $368K sold.

Fulcrum Equity Management first reported a position in VLO in Q3 2019 and held it in 11 quarters. The position peaked at $1.51M in Q2 2024. 1,557 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Fulcrum Equity Management reported no remaining Valero Energy position as of Q3 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 2,735 Valero Energy shares in Q3 2025, an estimated $368K.
  • Fulcrum Equity Management first reported a position in Valero Energy in Q3 2019 and held it in 11 quarters.
  • Fulcrum Equity Management's Valero Energy position peaked at $1.51M in Q2 2024.
  • 1,557 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Fulcrum Equity Management's 13F filing for Q3 2025, filed 6 Jan 2026.