MASECO Private Wealth’s Valero Energy VLO Stock Holding History

MASECO Private Wealth’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	-140	Closed	-$23.7K	–	562
2025 Q3	$23.7K	Buy	140 +2	+1%	+$298	﹤0.01%	134
2025 Q2	$18.6K	Buy	+138	New	+$17.2K	﹤0.01%	263

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MASECO Private Wealth's VLO Position: Q4 2025 in Review

MASECO Private Wealth sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 140 shares — an estimated $23.7K sold.

MASECO Private Wealth first reported a position in VLO in Q2 2025 and held it in 2 quarters. The position peaked at $23.7K in Q3 2025. 1,622 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

MASECO Private Wealth reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
MASECO Private Wealth sold 140 Valero Energy shares in Q4 2025, an estimated $23.7K.
MASECO Private Wealth first reported a position in Valero Energy in Q2 2025 and held it in 2 quarters.
MASECO Private Wealth's Valero Energy position peaked at $23.7K in Q3 2025.
1,622 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on MASECO Private Wealth's 13F filing for Q4 2025, filed 22 Jan 2026.