Iconiq Capital’s Valero Energy VLO Stock Holding History

Iconiq Capital’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 Q3	–	Sell	-2,247	Closed	-$302K	–	384
2025 Q2	$302K	Buy	+2,247	New	+$280K	0.01%	290

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Iconiq Capital's VLO Position: Q3 2025 in Review

Iconiq Capital sold out of Valero Energy (VLO) in Q3 2025, closing a stake of 2,247 shares — an estimated $302K sold.

Iconiq Capital first reported a position in VLO in Q2 2025 and held it in 1 quarter. The position peaked at $302K in Q2 2025. 1,558 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

Iconiq Capital reported no remaining Valero Energy position as of Q3 2025 after selling out during the quarter.
Iconiq Capital sold 2,247 Valero Energy shares in Q3 2025, an estimated $302K.
Iconiq Capital first reported a position in Valero Energy in Q2 2025 and held it in 1 quarter.
Iconiq Capital's Valero Energy position peaked at $302K in Q2 2025.
1,558 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.