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Howard Bailey Securities’s Valero Energy VLO Stock Holding History

Howard Bailey Securities’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
Q2 		– Sell
-1,642
Closed -$217K – 174
2025
Q1 		$217K Sell
1,642
-201
-11% -$26.7K 0.07% 147
2024
Q4 		$226K Buy
1,843
+289
+19% +$38.7K 0.08% 152
2024
Q3 		$210K Buy
+1,554
New +$226K 0.08% 156

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Howard Bailey Securities's VLO Position: Q2 2025 in Review

Howard Bailey Securities sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 1,642 shares — an estimated $217K sold.

Howard Bailey Securities first reported a position in VLO in Q3 2024 and held it in 3 quarters. The position peaked at $226K in Q4 2024. 1,480 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • Howard Bailey Securities reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
  • Howard Bailey Securities sold 1,642 Valero Energy shares in Q2 2025, an estimated $217K.
  • Howard Bailey Securities first reported a position in Valero Energy in Q3 2024 and held it in 3 quarters.
  • Howard Bailey Securities's Valero Energy position peaked at $226K in Q4 2024.
  • 1,480 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Howard Bailey Securities's 13F filing for Q2 2025, filed 7 Aug 2025.