GFG
VLO icon

Greenberg Financial Group’s Valero Energy VLO Stock Holding History

Greenberg Financial Group’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 		$243K Buy
933
+2
+0.2% +$249 0.09% 97
2025
Q1 		$230K Buy
+931
New +$124K 0.09% 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
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

Greenberg Financial Group's VLO Position: Q2 2025 in Review

Greenberg Financial Group increased its Valero Energy (VLO) stake by 0.21% in Q2 2025, buying an estimated $249 and bringing the position to 933 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #97.

Greenberg Financial Group first reported a position in VLO in Q1 2025 and has held it in 2 quarters since. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • Greenberg Financial Group held 933 shares of Valero Energy worth $243K as of Q2 2025.
  • Greenberg Financial Group bought 2 Valero Energy shares in Q2 2025, an estimated $249.
  • Valero Energy made up 0.09% of Greenberg Financial Group's portfolio in Q2 2025, its #97 holding.
  • Greenberg Financial Group first reported a position in Valero Energy in Q1 2025 and has held it in 2 quarters since.
  • 1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Greenberg Financial Group's 13F filing for Q2 2025, filed 15 Jul 2026.