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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 $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return