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Hyperion Capital Advisors’s Valero Energy VLO Stock Holding History

Hyperion Capital 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
-1,880
Closed -$254K – 130
2024
Q3 		$254K Hold
1,880
– – 0.12% 87
2024
Q2 		$295K Hold
1,880
– – 0.14% 56
2024
Q1 		$321K Buy
+1,880
New +$269K 0.15% 49

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

Hyperion Capital Advisors's VLO Position: Q4 2024 in Review

Hyperion Capital Advisors sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 1,880 shares — an estimated $254K sold.

Hyperion Capital Advisors first reported a position in VLO in Q1 2024 and held it in 3 quarters. The position peaked at $321K in Q1 2024. 1,475 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Hyperion Capital Advisors reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Hyperion Capital Advisors sold 1,880 Valero Energy shares in Q4 2024, an estimated $254K.
  • Hyperion Capital Advisors first reported a position in Valero Energy in Q1 2024 and held it in 3 quarters.
  • Hyperion Capital Advisors's Valero Energy position peaked at $321K in Q1 2024.
  • 1,475 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Hyperion Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.