GWN Securities’s Valero Energy VLO Stock Holding History

GWN Securities’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	-7,012	Closed	-$941K	–	712
2025 Q1	$941K	Buy	+7,012	New	+$930K	0.05%	313

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

GWN Securities's VLO Position: Q2 2025 in Review

GWN Securities sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 7,012 shares — an estimated $941K sold.

GWN Securities first reported a position in VLO in Q1 2025 and held it in 1 quarter. The position peaked at $941K in Q1 2025. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

GWN Securities reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 7,012 Valero Energy shares in Q2 2025, an estimated $941K.
GWN Securities first reported a position in Valero Energy in Q1 2025 and held it in 1 quarter.
GWN Securities's Valero Energy position peaked at $941K in Q1 2025.
1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.