Little House Capital’s Valero Energy VLO Stock Holding History

Little House 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
2024 Q3	–	Sell	-5,902	Closed	-$925K	–	122
2024 Q2	$925K	Buy	+5,902	New	+$952K	0.29%	73

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Little House Capital's VLO Position: Q3 2024 in Review

Little House Capital sold out of Valero Energy (VLO) in Q3 2024, closing a stake of 5,902 shares — an estimated $925K sold.

Little House Capital first reported a position in VLO in Q2 2024 and held it in 1 quarter. The position peaked at $925K in Q2 2024. 1,445 funds tracked by Wall St. Rank hold VLO as of Q3 2024.

Little House Capital reported no remaining Valero Energy position as of Q3 2024 after selling out during the quarter.
Little House Capital sold 5,902 Valero Energy shares in Q3 2024, an estimated $925K.
Little House Capital first reported a position in Valero Energy in Q2 2024 and held it in 1 quarter.
Little House Capital's Valero Energy position peaked at $925K in Q2 2024.
1,445 funds tracked by Wall St. Rank held Valero Energy as of Q3 2024.

Based on Little House Capital's 13F filing for Q3 2024, filed 21 Oct 2024.