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Midwest Professional Planners Ltd (MPPL)’s Valero Energy VLO Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
2024
Q4 		– Sell
-5,066
Closed -$684K – 165
2024
Q3 		$684K Sell
5,066
-1,075
-18% -$156K 0.21% 108
2024
Q2 		$963K Buy
6,141
+197
+3% +$31.8K 0.32% 85
2024
Q1 		$1.01M Buy
+5,944
New +$852K 0.36% 78
2018
Q1 		– Sell
-64
Closed -$6K – 356
2017
Q4 		$6K Buy
+64
New +$5.28K 0.01% 275

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s VLO Position: Q4 2024 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 5,066 shares — an estimated $684K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in VLO in Q4 2017 and held it in 4 quarters. The position peaked at $1.01M in Q1 2024. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 5,066 Valero Energy shares in Q4 2024, an estimated $684K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Valero Energy in Q4 2017 and held it in 4 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s Valero Energy position peaked at $1.01M in Q1 2024.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q4 2024, filed 10 Feb 2025.