Iron Horse Wealth Management’s Valero Energy VLO Stock Holding History

Iron Horse Wealth Management’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	$44.8K	Hold	333	–	–	0.01%	144
2025 Q1	$44K	Buy	+333	New	+$44.2K	0.01%	134

Other funds holding VLO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Iron Horse Wealth Management's VLO Position: Q2 2025 in Review

Iron Horse Wealth Management held its Valero Energy (VLO) position steady in Q2 2025 at 333 shares worth $44.8K. The position accounts for 0.01% of the portfolio, ranked #144.

Iron Horse Wealth Management first reported a position in VLO in Q1 2025 and has held it in 2 quarters since. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

Iron Horse Wealth Management held 333 shares of Valero Energy worth $44.8K as of Q2 2025.
Iron Horse Wealth Management left its Valero Energy share count unchanged in Q2 2025.
Valero Energy made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #144 holding.
Iron Horse Wealth Management first reported a position in Valero Energy in Q1 2025 and has held it in 2 quarters since.
1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.