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J.W. Coons Advisors’s Valero Energy VLO Stock Holding History

J.W. Coons 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
2025
Q2 		$3.32M Sell
24,697
-2,221
-8% -$277K 0.75% 39
2025
Q1 		$3.56M Sell
26,918
-69
-0.3% -$9.16K 0.94% 30
2024
Q4 		$3.31M Sell
26,987
-626
-2% -$83.8K 0.85% 32
2024
Q3 		$3.73M Sell
27,613
-61
-0.2% -$8.86K 0.93% 29
2024
Q2 		$4.34M Sell
27,674
-1,510
-5% -$244K 1.05% 17
2024
Q1 		$4.98M Sell
29,184
-73
-0.2% -$10.5K 1.13% 12
2023
Q4 		$3.8M Buy
29,257
+236
+0.8% +$30K 1.03% 22
2023
Q3 		$4.11M Buy
29,021
+50
+0.2% +$6.55K 1.19% 14
2023
Q2 		$3.4M Buy
28,971
+6
+0% +$697 0.93% 27
2023
Q1 		$4.04M Buy
28,965
+935
+3% +$126K 1.16% 16
2022
Q4 		$3.56M Buy
28,030
+965
+4% +$121K 1.06% 23
2022
Q3 		$2.89M Buy
27,065
+1,840
+7% +$202K 1.09% 23
2022
Q2 		$2.68M Buy
25,225
+80
+0.3% +$9.47K 0.95% 30
2022
Q1 		$2.55M Buy
25,145
+2,345
+10% +$203K 0.76% 39
2021
Q4 		$1.72M Hold
22,800
– – 0.52% 55
2021
Q3 		$1.61M Hold
22,800
– – 0.55% 52
2021
Q2 		$1.78M Hold
22,800
– – 0.63% 48
2021
Q1 		$1.63M Hold
22,800
– – 0.58% 49
2020
Q4 		$1.29M Sell
22,800
-1,013
-4% -$49.7K 0.49% 58
2020
Q3 		$1.03M Sell
23,813
-1,640
-6% -$85.9K 0.43% 63
2020
Q2 		$1.5M Sell
25,453
-2,361
-8% -$141K 0.67% 46
2020
Q1 		$1.27M Buy
+27,814
New +$2.02M 0.67% 46

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

J.W. Coons Advisors's VLO Position: Q2 2025 in Review

J.W. Coons Advisors reduced its Valero Energy (VLO) stake by 8.3% in Q2 2025, selling an estimated $277K and leaving 24,697 shares worth $3.32M. The position accounts for 0.75% of the portfolio, ranked #39.

J.W. Coons Advisors first reported a position in VLO in Q1 2020 and has held it in 22 quarters since. The position peaked at $4.98M in Q1 2024. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • J.W. Coons Advisors held 24,697 shares of Valero Energy worth $3.32M as of Q2 2025.
  • J.W. Coons Advisors sold 2,221 Valero Energy shares in Q2 2025, an estimated $277K.
  • Valero Energy made up 0.75% of J.W. Coons Advisors's portfolio in Q2 2025, its #39 holding.
  • J.W. Coons Advisors first reported a position in Valero Energy in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's Valero Energy position peaked at $4.98M in Q1 2024.
  • 1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.