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Gries Financial’s Valero Energy VLO Stock Holding History

Gries Financial’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
-1,966
Closed -$260K – 321
2025
Q1 		$260K Buy
1,966
+102
+5% +$13.5K 0.05% 225
2024
Q4 		$229K Sell
1,864
-78
-4% -$10.4K 0.04% 247
2024
Q3 		$262K Sell
1,942
-392
-17% -$56.9K 0.05% 218
2024
Q2 		$366K Buy
2,334
+293
+14% +$47.3K 0.08% 168
2024
Q1 		$348K Buy
2,041
+304
+18% +$43.6K 0.06% 206
2023
Q4 		$226K Buy
+1,737
New +$221K 0.05% 197

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

Gries Financial's VLO Position: Q2 2025 in Review

Gries Financial sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 1,966 shares — an estimated $260K sold.

Gries Financial first reported a position in VLO in Q4 2023 and held it in 6 quarters. The position peaked at $366K in Q2 2024. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • Gries Financial reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
  • Gries Financial sold 1,966 Valero Energy shares in Q2 2025, an estimated $260K.
  • Gries Financial first reported a position in Valero Energy in Q4 2023 and held it in 6 quarters.
  • Gries Financial's Valero Energy position peaked at $366K in Q2 2024.
  • 1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Gries Financial's 13F filing for Q2 2025, filed 14 Jul 2025.