Mustard Seed Financial’s Valero Energy VLO Stock Holding History

Mustard Seed Financial’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 Q4	–	Sell	-1,500	Closed	-$255K	–	94
2025 Q3	$255K	Hold	1,500	–	–	0.16%	76
2025 Q2	$202K	Buy	+1,500	New	+$187K	0.15%	84
2025 Q1	–	Sell	-2,995	Closed	-$367K	–	85
2024 Q4	$367K	Hold	2,995	–	–	0.3%	58
2024 Q3	$404K	Sell	2,995 -21	-0.7%	-$3.05K	0.34%	55
2024 Q2	$473K	Hold	3,016	–	–	0.45%	51
2024 Q1	$515K	Hold	3,016	–	–	0.51%	46
2023 Q4	$392K	Buy	+3,016	New	+$384K	0.44%	49

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mustard Seed Financial's VLO Position: Q4 2025 in Review

Mustard Seed Financial sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 1,500 shares — an estimated $255K sold.

Mustard Seed Financial first reported a position in VLO in Q4 2023 and held it in 7 quarters. The position peaked at $515K in Q1 2024. 1,622 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

Mustard Seed Financial reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
Mustard Seed Financial sold 1,500 Valero Energy shares in Q4 2025, an estimated $255K.
Mustard Seed Financial first reported a position in Valero Energy in Q4 2023 and held it in 7 quarters.
Mustard Seed Financial's Valero Energy position peaked at $515K in Q1 2024.
1,622 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Mustard Seed Financial's 13F filing for Q4 2025, filed 23 Jan 2026.