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Legacy Advisors’s Valero Energy VLO Stock Holding History

Legacy Advisors’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
Q1 		$231K Buy
1,752
+73
+4% +$9.69K 0.02% 382
2024
Q4 		$206K Buy
1,679
+50
+3% +$6.69K 0.02% 386
2024
Q3 		$220K Buy
+1,629
New +$237K 0.02% 349
2017
Q4 		– Sell
-89
Closed -$6K – 431
2017
Q3 		$6K Buy
+89
New +$6.13K 0.01% 277

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Advisors's VLO Position: Q1 2025 in Review

Legacy Advisors increased its Valero Energy (VLO) stake by 4.3% in Q1 2025, buying an estimated $9.69K and bringing the position to 1,752 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #382.

Legacy Advisors first reported a position in VLO in Q3 2017 and has held it in 4 quarters since. 1,472 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

  • Legacy Advisors held 1,752 shares of Valero Energy worth $231K as of Q1 2025.
  • Legacy Advisors bought 73 Valero Energy shares in Q1 2025, an estimated $9.69K.
  • Valero Energy made up 0.02% of Legacy Advisors's portfolio in Q1 2025, its #382 holding.
  • Legacy Advisors first reported a position in Valero Energy in Q3 2017 and has held it in 4 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.