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Mattson Financial Services’s Valero Energy VLO Stock Holding History

Mattson Financial Services’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
Q2 		– Sell
-22
Closed -$2.91K – 339
2025
Q1 		$2.91K Sell
22
-260
-92% -$34.5K ﹤0.01% 284
2024
Q4 		$38.1K Sell
282
-202
-42% -$27K 0.01% 189
2024
Q3 		$75.9K Hold
484
– – 0.03% 154
2024
Q2 		$75.9K Buy
+484
New +$78.1K 0.03% 154

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Mattson Financial Services's VLO Position: Q2 2025 in Review

Mattson Financial Services sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 22 shares — an estimated $2.91K sold.

Mattson Financial Services first reported a position in VLO in Q2 2024 and held it in 4 quarters. The position peaked at $75.9K in Q3 2024. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • Mattson Financial Services reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 22 Valero Energy shares in Q2 2025, an estimated $2.91K.
  • Mattson Financial Services first reported a position in Valero Energy in Q2 2024 and held it in 4 quarters.
  • Mattson Financial Services's Valero Energy position peaked at $75.9K in Q3 2024.
  • 1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.