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Moran Wealth Management’s Valero Energy VLO Stock Holding History

Moran Wealth Management’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
Q3 		– Sell
-4,065
Closed -$546K – 542
2025
Q2 		$546K Sell
4,065
-662
-14% -$82.5K 0.02% 402
2025
Q1 		$624K Sell
4,727
-170
-3% -$22.6K 0.02% 352
2024
Q4 		$600K Buy
4,897
+115
+2% +$15.4K 0.02% 355
2024
Q3 		$646K Sell
4,782
-35
-0.7% -$5.08K 0.02% 353
2024
Q2 		$755K Buy
4,817
+378
+9% +$61K 0.02% 305
2024
Q1 		$758K Buy
4,439
+79
+2% +$11.3K 0.02% 309
2023
Q4 		$567K Buy
+4,360
New +$555K 0.02% 332

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Moran Wealth Management's VLO Position: Q3 2025 in Review

Moran Wealth Management sold out of Valero Energy (VLO) in Q3 2025, closing a stake of 4,065 shares — an estimated $546K sold.

Moran Wealth Management first reported a position in VLO in Q4 2023 and held it in 7 quarters. The position peaked at $758K in Q1 2024. 1,558 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Moran Wealth Management reported no remaining Valero Energy position as of Q3 2025 after selling out during the quarter.
  • Moran Wealth Management sold 4,065 Valero Energy shares in Q3 2025, an estimated $546K.
  • Moran Wealth Management first reported a position in Valero Energy in Q4 2023 and held it in 7 quarters.
  • Moran Wealth Management's Valero Energy position peaked at $758K in Q1 2024.
  • 1,558 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Moran Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.