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Jaffetilchin Investment Partners’s Valero Energy VLO Stock Holding History

Jaffetilchin Investment Partners’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
-8
Closed -$1.09K – 1281
2024
Q3 		$1.09K Buy
+8
New +$1.16K ﹤0.01% 1237
2020
Q1 		– Sell
-3,637
Closed -$341K – 231
2019
Q4 		$341K Buy
+3,637
New +$344K 0.07% 154
2018
Q4 		– Sell
-6,944
Closed -$790K – 358
2018
Q3 		$790K Buy
6,944
+567
+9% +$64.4K 0.17% 104
2018
Q2 		$707K Sell
6,377
-41
-0.6% -$4.6K 0.16% 122
2018
Q1 		$595K Buy
6,418
+3,050
+91% +$285K 0.13% 134
2017
Q4 		$310K Sell
3,368
-3,497
-51% -$289K 0.1% 185
2017
Q3 		$528K Sell
6,865
-1,804
-21% -$124K 0.12% 143
2017
Q2 		$585K Buy
8,669
+3,115
+56% +$202K 0.2% 86
2017
Q1 		$368K Buy
+5,554
New +$372K 0.09% 180
2016
Q1 		– Sell
-23,734
Closed -$1.68M – 242
2015
Q4 		$1.68M Buy
23,734
+2,077
+10% +$142K 0.54% 35
2015
Q3 		$1.3M Sell
21,657
-3,281
-13% -$208K 0.49% 36
2015
Q2 		$1.56M Buy
24,938
+11,847
+90% +$700K 0.47% 35
2015
Q1 		$833K Buy
+13,091
New +$730K 0.25% 64
2014
Q1 		– Sell
-15,253
Closed -$769K – 227
2013
Q4 		$769K Buy
+15,253
New +$643K 0.38% 61
2013
Q3 		– Sell
-12,925
Closed -$449K – 201
2013
Q2 		$449K Buy
+12,925
New +$493K 0.31% 91

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

Jaffetilchin Investment Partners's VLO Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 8 shares — an estimated $1.09K sold.

Jaffetilchin Investment Partners first reported a position in VLO in Q2 2013 and held it in 15 quarters. The position peaked at $1.68M in Q4 2015. 1,475 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 8 Valero Energy shares in Q4 2024, an estimated $1.09K.
  • Jaffetilchin Investment Partners first reported a position in Valero Energy in Q2 2013 and held it in 15 quarters.
  • Jaffetilchin Investment Partners's Valero Energy position peaked at $1.68M in Q4 2015.
  • 1,475 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.