Lake Street Advisors Group’s Valero Energy VLO Stock Holding History

Lake Street Advisors Group’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	$325K	Sell	2,651 -78	-3%	-$10.4K	0.02%	422
2024 Q3	$369K	Buy	2,729 +24	+0.9%	+$3.48K	0.02%	397
2024 Q2	$424K	Sell	2,705 -440	-14%	-$71K	0.02%	356
2024 Q1	$537K	Buy	3,145 +88	+3%	+$12.6K	0.03%	326
2023 Q4	$397K	Buy	+3,057	New	+$389K	0.02%	371
2020 Q1	–	Sell	-2,951	Closed	-$276K	–	290
2019 Q4	$276K	Buy	2,951 +412	+16%	+$38.9K	0.03%	200
2019 Q3	$205K	Buy	2,539 +47	+2%	+$3.8K	0.02%	214
2019 Q2	$213K	Buy	+2,492	New	+$206K	0.02%	205
2018 Q4	–	Sell	-1,972	Closed	-$224K	–	224
2018 Q3	$224K	Sell	1,972 -1,179	-37%	-$134K	0.02%	178
2018 Q2	$349K	Sell	3,151 -57	-2%	-$6.39K	0.03%	202
2018 Q1	$298K	Buy	3,208 +224	+8%	+$20.9K	0.03%	200
2017 Q4	$274K	Buy	+2,984	New	+$246K	0.03%	242

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lake Street Advisors Group's VLO Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Valero Energy (VLO) stake by 2.9% in Q4 2024, selling an estimated $10.4K and leaving 2,651 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #422.

Lake Street Advisors Group first reported a position in VLO in Q4 2017 and has held it in 12 quarters since. The position peaked at $537K in Q1 2024. 1,475 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

Lake Street Advisors Group held 2,651 shares of Valero Energy worth $325K as of Q4 2024.
Lake Street Advisors Group sold 78 Valero Energy shares in Q4 2024, an estimated $10.4K.
Valero Energy made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #422 holding.
Lake Street Advisors Group first reported a position in Valero Energy in Q4 2017 and has held it in 12 quarters since.
Lake Street Advisors Group's Valero Energy position peaked at $537K in Q1 2024.
1,475 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.