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Mirador Capital Partners’s Valero Energy VLO Stock Holding History

Mirador Capital Partners’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
-1,485
Closed -$201K – 206
2024
Q3 		$201K Sell
1,485
-32
-2% -$4.65K 0.04% 187
2024
Q2 		$238K Sell
1,517
-73
-5% -$11.8K 0.04% 174
2024
Q1 		$271K Buy
+1,590
New +$228K 0.05% 170

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State Street
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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

Mirador Capital Partners's VLO Position: Q4 2024 in Review

Mirador Capital Partners sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 1,485 shares — an estimated $201K sold.

Mirador Capital Partners first reported a position in VLO in Q1 2024 and held it in 3 quarters. The position peaked at $271K in Q1 2024. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Mirador Capital Partners reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Mirador Capital Partners sold 1,485 Valero Energy shares in Q4 2024, an estimated $201K.
  • Mirador Capital Partners first reported a position in Valero Energy in Q1 2024 and held it in 3 quarters.
  • Mirador Capital Partners's Valero Energy position peaked at $271K in Q1 2024.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Mirador Capital Partners's 13F filing for Q4 2024, filed 15 Jan 2025.