Global Financial Private Client’s Valero Energy VLO Stock Holding History

Global Financial Private Client’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	-96	Closed	-$12.7K	–	1548
2025 Q1	$12.7K	Buy	96 +29	+43%	+$3.85K	﹤0.01%	528
2024 Q4	$8.21K	Buy	67 +10	+18%	+$1.34K	﹤0.01%	581
2024 Q3	$7.7K	Buy	57 +46	+418%	+$6.68K	﹤0.01%	592
2024 Q2	$1.72K	Hold	11	–	–	﹤0.01%	585
2024 Q1	$1.9K	Hold	11	–	–	﹤0.01%	596
2023 Q4	$1.43K	Hold	11	–	–	﹤0.01%	608
2023 Q3	$1.52K	Hold	11	–	–	﹤0.01%	594
2023 Q2	$1.29K	Hold	11	–	–	﹤0.01%	601
2023 Q1	$1.52K	Hold	11	–	–	﹤0.01%	598
2022 Q4	$1.4K	Hold	11	–	–	﹤0.01%	588
2022 Q3	$1.24K	Hold	11	–	–	﹤0.01%	564
2022 Q2	$1.19K	Hold	11	–	–	﹤0.01%	556
2022 Q1	$1.11K	Hold	11	–	–	﹤0.01%	573
2021 Q4	$826	Hold	11	–	–	﹤0.01%	588
2021 Q3	$810	Hold	11	–	–	﹤0.01%	542
2021 Q2	$856	Hold	11	–	–	﹤0.01%	546
2021 Q1	$828	Hold	11	–	–	﹤0.01%	518
2020 Q4	$622	Buy	+11	New	+$540	﹤0.01%	520

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Global Financial Private Client's VLO Position: Q2 2025 in Review

Global Financial Private Client sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 96 shares — an estimated $12.7K sold.

Global Financial Private Client first reported a position in VLO in Q4 2020 and held it in 18 quarters. The position peaked at $12.7K in Q1 2025. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

Global Financial Private Client reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 96 Valero Energy shares in Q2 2025, an estimated $12.7K.
Global Financial Private Client first reported a position in Valero Energy in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's Valero Energy position peaked at $12.7K in Q1 2025.
1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.