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Marshall & Sullivan’s Valero Energy VLO Stock Holding History

Marshall & Sullivan’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
Q3 		– Sell
-100
Closed -$13.4K – 103
2025
Q2 		$13.4K Buy
+100
New +$12.5K 0.01% 92
2023
Q1 		– Sell
-100
Closed -$12.7K – 85
2022
Q4 		$12.7K Buy
+100
New +$12.6K 0.01% 79

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Marshall & Sullivan's VLO Position: Q3 2025 in Review

Marshall & Sullivan sold out of Valero Energy (VLO) in Q3 2025, closing a stake of 100 shares — an estimated $13.4K sold.

Marshall & Sullivan first reported a position in VLO in Q4 2022 and held it in 2 quarters. The position peaked at $13.4K in Q2 2025. 1,554 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Marshall & Sullivan reported no remaining Valero Energy position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 100 Valero Energy shares in Q3 2025, an estimated $13.4K.
  • Marshall & Sullivan first reported a position in Valero Energy in Q4 2022 and held it in 2 quarters.
  • Marshall & Sullivan's Valero Energy position peaked at $13.4K in Q2 2025.
  • 1,554 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.