LifeWealth Investments’s Valero Energy VLO Stock Holding History

LifeWealth Investments’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 Q4	–	Sell	-3,154	Closed	-$537K	–	227
2025 Q3	$537K	Buy	3,154 +31	+1%	+$4.62K	0.08%	134
2025 Q2	$420K	Buy	+3,123	New	+$389K	0.07%	172

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LifeWealth Investments's VLO Position: Q4 2025 in Review

LifeWealth Investments sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 3,154 shares — an estimated $537K sold.

LifeWealth Investments first reported a position in VLO in Q2 2025 and held it in 2 quarters. The position peaked at $537K in Q3 2025. 1,621 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

LifeWealth Investments reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
LifeWealth Investments sold 3,154 Valero Energy shares in Q4 2025, an estimated $537K.
LifeWealth Investments first reported a position in Valero Energy in Q2 2025 and held it in 2 quarters.
LifeWealth Investments's Valero Energy position peaked at $537K in Q3 2025.
1,621 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.