Heartwood Wealth Advisors’s Valero Energy VLO Stock Holding History

Heartwood Wealth Advisors’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 Q4	–	Sell	-357	Closed	-$60.8K	–	582
2025 Q3	$60.8K	Buy	+357	New	+$53.2K	0.01%	291

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Heartwood Wealth Advisors's VLO Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 357 shares — an estimated $60.8K sold.

Heartwood Wealth Advisors first reported a position in VLO in Q3 2025 and held it in 1 quarter. The position peaked at $60.8K in Q3 2025. 1,627 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 357 Valero Energy shares in Q4 2025, an estimated $60.8K.
Heartwood Wealth Advisors first reported a position in Valero Energy in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Valero Energy position peaked at $60.8K in Q3 2025.
1,627 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.