GWM
VLO icon

Gray Wealth Management’s Valero Energy VLO Stock Holding History

Gray Wealth 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
2024
Q4 		– Sell
-1,513
Closed -$204K – 141
2024
Q3 		$204K Sell
1,513
-40
-3% -$5.81K 0.08% 135
2024
Q2 		$244K Hold
1,553
– – 0.11% 115
2024
Q1 		$265K Hold
1,553
– – 0.12% 105
2023
Q4 		$202K Sell
1,553
-524
-25% -$66.7K 0.1% 126
2023
Q3 		$294K Buy
2,077
+45
+2% +$5.89K 0.15% 87
2023
Q2 		$238K Sell
2,032
-156
-7% -$18.1K 0.12% 106
2023
Q1 		$305K Buy
2,188
+1
+0% +$134 0.17% 87
2022
Q4 		$277K Buy
+2,187
New +$275K 0.16% 93

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

Gray Wealth Management's VLO Position: Q4 2024 in Review

Gray Wealth Management sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 1,513 shares — an estimated $204K sold.

Gray Wealth Management first reported a position in VLO in Q4 2022 and held it in 8 quarters. The position peaked at $305K in Q1 2023. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Gray Wealth Management reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Gray Wealth Management sold 1,513 Valero Energy shares in Q4 2024, an estimated $204K.
  • Gray Wealth Management first reported a position in Valero Energy in Q4 2022 and held it in 8 quarters.
  • Gray Wealth Management's Valero Energy position peaked at $305K in Q1 2023.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.