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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
Q2 		– Sell
-1,752
Closed -$231K – 393
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 $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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Legacy Advisors's VLO Position: Q2 2025 in Review

Legacy Advisors sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 1,752 shares — an estimated $231K sold.

Legacy Advisors first reported a position in VLO in Q3 2017 and held it in 4 quarters. The position peaked at $231K in Q1 2025. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • Legacy Advisors reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 1,752 Valero Energy shares in Q2 2025, an estimated $231K.
  • Legacy Advisors first reported a position in Valero Energy in Q3 2017 and held it in 4 quarters.
  • Legacy Advisors's Valero Energy position peaked at $231K in Q1 2025.
  • 1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.