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Householder Group Estate & Retirement Specialist’s Valero Energy VLO Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$1K Sell
13
-1,439
-99% -$193K ﹤0.01% 530
2024
Q3 		$196K Sell
1,452
-57
-4% -$8.28K 0.06% 247
2024
Q2 		$236K Buy
1,509
+7
+0.5% +$1.13K 0.07% 228
2024
Q1 		$256K Buy
1,502
+1,058
+238% +$152K 0.08% 211
2023
Q4 		$57K Hold
444
– – 0.02% 438
2023
Q3 		$62.9K Buy
+444
New +$58.2K 0.02% 399
2023
Q1 		$93K Buy
669
+225
+51% +$30.2K 0.04% 322
2022
Q4 		$56K Sell
444
-40
-8% -$5.02K 0.08% 110
2022
Q3 		$51K Buy
+484
New +$53.3K 0.02% 399

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 $1.88B AUM 29.07% 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

Householder Group Estate & Retirement Specialist's VLO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Valero Energy (VLO) stake by 99% in Q4 2024, selling an estimated $193K and leaving 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Householder Group Estate & Retirement Specialist first reported a position in VLO in Q3 2022 and has held it in 9 quarters since. The position peaked at $256K in Q1 2024. 1,475 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 13 shares of Valero Energy worth $1K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 1,439 Valero Energy shares in Q4 2024, an estimated $193K.
  • Valero Energy made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #530 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Valero Energy in Q3 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's Valero Energy position peaked at $256K in Q1 2024.
  • 1,475 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.