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Leuthold Group’s Valero Energy VLO Stock Holding History

Leuthold 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
Q3 		– Sell
-2,236
Closed -$351K – 200
2024
Q2 		$351K Buy
+2,236
New +$361K 0.04% 150
2016
Q2 		– Sell
-37,998
Closed -$2.44M – 249
2016
Q1 		$2.44M Sell
37,998
-175,643
-82% -$11.2M 0.27% 120
2015
Q4 		$15.1M Buy
213,641
+58,982
+38% +$4.02M 1.59% 6
2015
Q3 		$9.29M Buy
154,659
+120,367
+351% +$7.64M 0.98% 18
2015
Q2 		$2.15M Sell
34,292
-59,297
-63% -$3.5M 0.2% 148
2015
Q1 		$5.95M Buy
93,589
+619
+0.7% +$34.5K 0.55% 58
2014
Q4 		$4.6M Sell
92,970
-54,634
-37% -$2.65M 0.45% 81
2014
Q3 		$6.83M Sell
147,604
-6,973
-5% -$352K 0.62% 55
2014
Q2 		$7.74M Buy
+154,577
New +$8.52M 0.66% 48
2013
Q3 		– Sell
-133,024
Closed -$4.63M – 337
2013
Q2 		$4.63M Buy
+133,024
New +$5.07M 0.43% 78

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
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Leuthold Group's VLO Position: Q3 2024 in Review

Leuthold Group sold out of Valero Energy (VLO) in Q3 2024, closing a stake of 2,236 shares — an estimated $351K sold.

Leuthold Group first reported a position in VLO in Q2 2013 and held it in 10 quarters. The position peaked at $15.1M in Q4 2015. 1,450 funds tracked by Wall St. Rank hold VLO as of Q3 2024.

  • Leuthold Group reported no remaining Valero Energy position as of Q3 2024 after selling out during the quarter.
  • Leuthold Group sold 2,236 Valero Energy shares in Q3 2024, an estimated $351K.
  • Leuthold Group first reported a position in Valero Energy in Q2 2013 and held it in 10 quarters.
  • Leuthold Group's Valero Energy position peaked at $15.1M in Q4 2015.
  • 1,450 funds tracked by Wall St. Rank held Valero Energy as of Q3 2024.

Based on Leuthold Group's 13F filing for Q3 2024, filed 24 Oct 2024.