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Kapitalo Investimentos’s Valero Energy VLO Stock Holding History

Kapitalo Investimentos’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
-2,676
Closed -$361K – 357
2024
Q3 		$361K Buy
2,676
+93
+4% +$13.5K 0.09% 75
2024
Q2 		$405K Sell
2,583
-1,667
-39% -$269K 0.12% 58
2024
Q1 		$725K Sell
4,250
-2,773
-39% -$397K 0.16% 58
2023
Q4 		$913K Buy
7,023
+3,842
+121% +$489K 0.19% 42
2023
Q3 		$451K Buy
+3,181
New +$417K 0.06% 126
2023
Q2 		– Sell
-2,279
Closed -$318K – 709
2023
Q1 		$318K Buy
2,279
+1,993
+697% +$268K 0.1% 78
2022
Q4 		$36.3K Buy
+286
New +$35.9K 0.03% 156

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 $1.6B AUM 20.7% 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

Kapitalo Investimentos's VLO Position: Q4 2024 in Review

Kapitalo Investimentos sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 2,676 shares — an estimated $361K sold.

Kapitalo Investimentos first reported a position in VLO in Q4 2022 and held it in 7 quarters. The position peaked at $913K in Q4 2023. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Kapitalo Investimentos reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 2,676 Valero Energy shares in Q4 2024, an estimated $361K.
  • Kapitalo Investimentos first reported a position in Valero Energy in Q4 2022 and held it in 7 quarters.
  • Kapitalo Investimentos's Valero Energy position peaked at $913K in Q4 2023.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Kapitalo Investimentos's 13F filing for Q4 2024, filed 14 Feb 2025.