Lake Hills Wealth Management’s Valero Energy VLO Stock Holding History

Lake Hills 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	–	Sell	-3,141	Closed	-$415K	–	65
2025 Q1	$415K	Sell	3,141 -153	-5%	-$20.3K	0.29%	31
2024 Q4	$404K	Buy	3,294 +995	+43%	+$133K	0.28%	45
2024 Q3	$310K	Sell	2,299 -146	-6%	-$21.2K	0.21%	42
2024 Q2	$383K	Buy	+2,445	New	+$395K	0.28%	37
2023 Q3	–	Sell	-1,902	Closed	-$223K	–	46
2023 Q2	$223K	Buy	+1,902	New	+$221K	0.24%	37

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

Lake Hills Wealth Management's VLO Position: Q2 2025 in Review

Lake Hills Wealth Management sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 3,141 shares — an estimated $415K sold.

Lake Hills Wealth Management first reported a position in VLO in Q2 2023 and held it in 5 quarters. The position peaked at $415K in Q1 2025. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

Lake Hills Wealth Management reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
Lake Hills Wealth Management sold 3,141 Valero Energy shares in Q2 2025, an estimated $415K.
Lake Hills Wealth Management first reported a position in Valero Energy in Q2 2023 and held it in 5 quarters.
Lake Hills Wealth Management's Valero Energy position peaked at $415K in Q1 2025.
1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Lake Hills Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.