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Menard Financial Group’s Valero Energy VLO Stock Holding History

Menard Financial Group’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
Q1 		– Sell
-5
Closed -$613 – 297
2024
Q4 		$613 Buy
+5
New +$669 ﹤0.01% 304
2020
Q3 		– Sell
-5,022
Closed -$296K – 147
2020
Q2 		$296K Buy
+5,022
New +$300K 0.37% 67
2020
Q1 		– Sell
-5,473
Closed -$513K – 117
2019
Q4 		$513K Buy
+5,473
New +$517K 0.49% 68

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Menard Financial Group's VLO Position: Q1 2025 in Review

Menard Financial Group sold out of Valero Energy (VLO) in Q1 2025, closing a stake of 5 shares — an estimated $613 sold.

Menard Financial Group first reported a position in VLO in Q4 2019 and held it in 3 quarters. The position peaked at $513K in Q4 2019. 1,467 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

  • Menard Financial Group reported no remaining Valero Energy position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 5 Valero Energy shares in Q1 2025, an estimated $613.
  • Menard Financial Group first reported a position in Valero Energy in Q4 2019 and held it in 3 quarters.
  • Menard Financial Group's Valero Energy position peaked at $513K in Q4 2019.
  • 1,467 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.