Hopwood Financial Services’s Valero Energy VLO Stock Holding History

Hopwood Financial Services’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 Q1	–	Sell	-150	Closed	-$18.4K	–	318
2024 Q4	$18.4K	Buy	+150	New	+$20.1K	0.01%	203

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hopwood Financial Services's VLO Position: Q1 2025 in Review

Hopwood Financial Services sold out of Valero Energy (VLO) in Q1 2025, closing a stake of 150 shares — an estimated $18.4K sold.

Hopwood Financial Services first reported a position in VLO in Q4 2024 and held it in 1 quarter. The position peaked at $18.4K in Q4 2024. 1,467 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

Hopwood Financial Services reported no remaining Valero Energy position as of Q1 2025 after selling out during the quarter.
Hopwood Financial Services sold 150 Valero Energy shares in Q1 2025, an estimated $18.4K.
Hopwood Financial Services first reported a position in Valero Energy in Q4 2024 and held it in 1 quarter.
Hopwood Financial Services's Valero Energy position peaked at $18.4K in Q4 2024.
1,467 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on Hopwood Financial Services's 13F filing for Q1 2025, filed 8 May 2025.