L.M. Kohn & Company’s Valero Energy VLO Stock Holding History

L.M. Kohn & Company’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	–	Sell	-5,530	Closed	-$730K	–	305
2025 Q1	$730K	Buy	5,530 +38	+0.7%	+$5.04K	0.19%	114
2024 Q4	$673K	Sell	5,492 -160	-3%	-$21.4K	0.17%	116
2024 Q3	$763K	Buy	5,652 +13	+0.2%	+$1.89K	0.19%	112
2024 Q2	$884K	Sell	5,639 -270	-5%	-$43.6K	0.24%	85
2024 Q1	$1.01M	Sell	5,909 -36	-0.6%	-$5.16K	0.28%	73
2023 Q4	$773K	Sell	5,945 -55	-0.9%	-$7K	0.25%	86
2023 Q3	$850K	Sell	6,000 -280	-4%	-$36.7K	0.31%	72
2023 Q2	$737K	Buy	6,280 +1,015	+19%	+$118K	0.28%	85
2023 Q1	$735K	Sell	5,265 -375	-7%	-$50.4K	0.3%	70
2022 Q4	$715K	Sell	5,640 -530	-9%	-$66.5K	0.33%	72
2022 Q3	$660K	Buy	6,170 +65	+1%	+$7.15K	0.32%	74
2022 Q2	$649K	Buy	6,105 +1,340	+28%	+$159K	0.3%	78
2022 Q1	$484K	Buy	+4,765	New	+$413K	0.19%	136

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

L.M. Kohn & Company's VLO Position: Q2 2025 in Review

L.M. Kohn & Company sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 5,530 shares — an estimated $730K sold.

L.M. Kohn & Company first reported a position in VLO in Q1 2022 and held it in 13 quarters. The position peaked at $1.01M in Q1 2024. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

L.M. Kohn & Company reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
L.M. Kohn & Company sold 5,530 Valero Energy shares in Q2 2025, an estimated $730K.
L.M. Kohn & Company first reported a position in Valero Energy in Q1 2022 and held it in 13 quarters.
L.M. Kohn & Company's Valero Energy position peaked at $1.01M in Q1 2024.
1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.