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Lindbrook Capital’s Valero Energy VLO Stock Holding History

Lindbrook Capital’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 		$195K Sell
1,477
-12
-0.8% -$1.59K 0.02% 421
2024
Q4 		$183K Sell
1,489
-265
-15% -$35.5K 0.02% 403
2024
Q3 		$237K Sell
1,754
-61
-3% -$8.86K 0.02% 355
2024
Q2 		$285K Buy
1,815
+117
+7% +$18.9K 0.03% 294
2024
Q1 		$290K Buy
1,698
+271
+19% +$38.8K 0.03% 291
2023
Q4 		$186K Sell
1,427
-275
-16% -$35K 0.02% 366
2023
Q3 		$241K Buy
1,702
+25
+1% +$3.27K 0.03% 282
2023
Q2 		$197K Buy
1,677
+3
+0.2% +$349 0.02% 330
2023
Q1 		$234K Sell
1,674
-911
-35% -$122K 0.03% 282
2022
Q4 		$328K Buy
2,585
+1,000
+63% +$126K 0.04% 234
2022
Q3 		$169K Buy
1,585
+56
+4% +$6.16K 0.03% 302
2022
Q2 		$163K Sell
1,529
-684
-31% -$81K 0.03% 327
2022
Q1 		$225K Sell
2,213
-46
-2% -$3.99K 0.03% 266
2021
Q4 		$170K Buy
2,259
+1,037
+85% +$77.2K 0.03% 344
2021
Q3 		$86K Sell
1,222
-27
-2% -$1.8K 0.02% 300
2021
Q2 		$98K Buy
1,249
+27
+2% +$2.09K 0.02% 299
2021
Q1 		$87K Buy
1,222
+259
+27% +$17.6K 0.02% 303
2020
Q4 		$54K Sell
963
-392
-29% -$19.2K 0.01% 389
2020
Q3 		$59K Buy
1,355
+11
+0.8% +$576 0.02% 318
2020
Q2 		$79K Buy
1,344
+1,042
+345% +$62.2K 0.02% 256
2020
Q1 		$14K Sell
302
-586
-66% -$42.6K 0.01% 668
2019
Q4 		$83K Buy
888
+59
+7% +$5.58K 0.03% 288
2019
Q3 		$71K Sell
829
-30
-3% -$2.42K 0.03% 310
2019
Q2 		$73K Buy
859
+27
+3% +$2.23K 0.03% 303
2019
Q1 		$70K Buy
832
+20
+2% +$1.65K 0.03% 305
2018
Q4 		$60K Buy
+812
New +$71.3K 0.03% 295

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lindbrook Capital's VLO Position: Q1 2025 in Review

Lindbrook Capital reduced its Valero Energy (VLO) stake by 0.81% in Q1 2025, selling an estimated $1.59K and leaving 1,477 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #421.

Lindbrook Capital first reported a position in VLO in Q4 2018 and has held it in 26 quarters since. The position peaked at $328K in Q4 2022. 1,468 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

  • Lindbrook Capital held 1,477 shares of Valero Energy worth $195K as of Q1 2025.
  • Lindbrook Capital sold 12 Valero Energy shares in Q1 2025, an estimated $1.59K.
  • Valero Energy made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #421 holding.
  • Lindbrook Capital first reported a position in Valero Energy in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Valero Energy position peaked at $328K in Q4 2022.
  • 1,468 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.