Marshall & Sterling Wealth Advisors’s Valero Energy VLO Stock Holding History

Marshall & Sterling Wealth Advisors’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	-6	Closed	-$1.02K	–	618
2025 Q3	$1.02K	Hold	6	–	–	﹤0.01%	595
2025 Q2	$806	Buy	+6	New	+$748	﹤0.01%	586

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 $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors's VLO Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 6 shares — an estimated $1.02K sold.

Marshall & Sterling Wealth Advisors first reported a position in VLO in Q2 2025 and held it in 2 quarters. The position peaked at $1.02K in Q3 2025. 1,630 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 6 Valero Energy shares in Q4 2025, an estimated $1.02K.
Marshall & Sterling Wealth Advisors first reported a position in Valero Energy in Q2 2025 and held it in 2 quarters.
Marshall & Sterling Wealth Advisors's Valero Energy position peaked at $1.02K in Q3 2025.
1,630 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.