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Horizon Advisory Services’s Valero Energy VLO Stock Holding History

Horizon Advisory 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
Q4 		– Sell
-2,170
Closed -$369K – 65
2025
Q3 		$369K Sell
2,170
-39
-2% -$5.82K 0.19% 25
2025
Q2 		$297K Buy
2,209
+27
+1% +$3.37K 0.16% 33
2025
Q1 		$288K Buy
2,182
+66
+3% +$8.76K 0.16% 34
2024
Q4 		$259K Buy
2,116
+149
+8% +$19.9K 0.15% 39
2024
Q3 		$266K Sell
1,967
-32
-2% -$4.65K 0.12% 31
2024
Q2 		$313K Buy
1,999
+1
+0.1% +$161 0.15% 23
2024
Q1 		$341K Buy
+1,998
New +$286K 0.16% 23

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Horizon Advisory Services's VLO Position: Q4 2025 in Review

Horizon Advisory Services sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 2,170 shares — an estimated $369K sold.

Horizon Advisory Services first reported a position in VLO in Q1 2024 and held it in 7 quarters. The position peaked at $369K in Q3 2025. 1,627 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

  • Horizon Advisory Services reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
  • Horizon Advisory Services sold 2,170 Valero Energy shares in Q4 2025, an estimated $369K.
  • Horizon Advisory Services first reported a position in Valero Energy in Q1 2024 and held it in 7 quarters.
  • Horizon Advisory Services's Valero Energy position peaked at $369K in Q3 2025.
  • 1,627 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Horizon Advisory Services's 13F filing for Q4 2025, filed 29 Jan 2026.