Loomis, Sayles & Company
VLO icon

Loomis, Sayles & Company’s Valero Energy VLO Stock Holding History

Loomis, Sayles & Company’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
2015
Q2 		– Sell
-7,500
Closed -$477K – 942
2015
Q1 		$477K Buy
+7,500
New +$419K ﹤0.01% 648
2014
Q2 		– Sell
-10,000
Closed -$531K – 780
2014
Q1 		$531K Sell
10,000
-188,500
-95% -$9.65M ﹤0.01% 600
2013
Q4 		$10M Buy
+198,500
New +$8.37M 0.03% 495

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Loomis, Sayles & Company's VLO Position: Q4 2024 in Review

Loomis, Sayles & Company sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 766 shares — an estimated $103K sold.

Loomis, Sayles & Company first reported a position in VLO in Q2 2013 and held it in 41 quarters. The position peaked at $110M in Q4 2013. 1,475 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Loomis, Sayles & Company reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 766 Valero Energy shares in Q4 2024, an estimated $103K.
  • Loomis, Sayles & Company first reported a position in Valero Energy in Q2 2013 and held it in 41 quarters.
  • Loomis, Sayles & Company's Valero Energy position peaked at $110M in Q4 2013.
  • 1,475 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Loomis, Sayles & Company's 13F filing for Q4 2024, filed 12 Feb 2025.