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Hobbs Group Advisors’s Valero Energy VLO Stock Holding History

Hobbs Group 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
2024
Q4 		– Sell
-36
Closed -$4.85K – 606
2024
Q3 		$4.85K Sell
36
-50
-58% -$7.26K ﹤0.01% 498
2024
Q2 		$13.5K Buy
+86
New +$13.9K 0.01% 356
2023
Q4 		$11.2K Buy
+86
New +$10.9K 0.01% 339

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

Hobbs Group Advisors's VLO Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 36 shares — an estimated $4.85K sold.

Hobbs Group Advisors first reported a position in VLO in Q4 2023 and held it in 3 quarters. The position peaked at $13.5K in Q2 2024. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Hobbs Group Advisors reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 36 Valero Energy shares in Q4 2024, an estimated $4.85K.
  • Hobbs Group Advisors first reported a position in Valero Energy in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's Valero Energy position peaked at $13.5K in Q2 2024.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.