Macroview Investment Management’s Valero Energy VLO Stock Holding History

Macroview Investment Management’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 Q4	–	Sell	-19	Closed	-$2.57K	–	527
2024 Q3	$2.57K	Hold	19	–	–	﹤0.01%	453
2024 Q2	$2.98K	Hold	19	–	–	﹤0.01%	436
2024 Q1	$3.24K	Sell	19 -40	-68%	-$5.73K	﹤0.01%	459
2023 Q4	$7.67K	Sell	59 -58	-50%	-$7.38K	0.01%	290
2023 Q3	$16.6K	Buy	117 +77	+193%	+$10.1K	0.02%	181
2023 Q2	$4.69K	Buy	+40	New	+$4.65K	0.01%	354
2021 Q1	–	Sell	-49	Closed	-$3K	–	417
2020 Q4	$3K	Hold	49	–	–	﹤0.01%	288
2020 Q3	$2K	Hold	49	–	–	﹤0.01%	278
2020 Q2	$3K	Hold	49	–	–	0.01%	232
2020 Q1	$2K	Hold	49	–	–	﹤0.01%	263
2019 Q4	$5K	Hold	49	–	–	0.01%	173
2019 Q3	$4K	Hold	49	–	–	0.01%	212
2019 Q2	$4K	Hold	49	–	–	0.01%	215
2019 Q1	$4K	Buy	+49	New	+$4.05K	0.01%	215
2015 Q2	–	Sell	-250	Closed	-$16K	–	138
2015 Q1	$16K	Sell	250 -38,476	-99%	-$2.15M	0.01%	65
2014 Q4	$1.92M	Buy	38,726 +13,561	+54%	+$657K	2.01%	25
2014 Q3	$1.16M	Buy	25,165 +25,080	+29,506%	+$1.27M	1.56%	27
2014 Q2	$4K	Hold	85	–	–	0.01%	113
2014 Q1	$5K	Sell	85 -215	-72%	-$11K	0.01%	162
2013 Q4	$15K	Hold	300	–	–	0.03%	80
2013 Q3	$10K	Buy	+300	New	+$10.6K	0.02%	107

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Macroview Investment Management's VLO Position: Q4 2024 in Review

Macroview Investment Management sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 19 shares — an estimated $2.57K sold.

Macroview Investment Management first reported a position in VLO in Q3 2013 and held it in 21 quarters. The position peaked at $1.92M in Q4 2014. 1,478 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

Macroview Investment Management reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 19 Valero Energy shares in Q4 2024, an estimated $2.57K.
Macroview Investment Management first reported a position in Valero Energy in Q3 2013 and held it in 21 quarters.
Macroview Investment Management's Valero Energy position peaked at $1.92M in Q4 2014.
1,478 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.