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New England Research & Management’s Valero Energy VLO Stock Holding History

New England Research & 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
Q2 		– Sell
-4,925
Closed -$650K – 173
2025
Q1 		$650K Sell
4,925
-50
-1% -$6.63K 0.33% 92
2024
Q4 		$610K Sell
4,975
-2,000
-29% -$268K 0.31% 91
2024
Q3 		$942K Buy
6,975
+3,825
+121% +$555K 0.44% 74
2024
Q2 		$494K Buy
+3,150
New +$508K 0.24% 124
2023
Q3 		– Sell
-6,975
Closed -$818K – 170
2023
Q2 		$818K Buy
+6,975
New +$811K 0.47% 73
2022
Q4 		– Sell
-10,650
Closed -$1.14M – 177
2022
Q3 		$1.14M Buy
10,650
+3,575
+51% +$393K 0.72% 46
2022
Q2 		$752K Buy
7,075
+3,525
+99% +$417K 0.44% 89
2022
Q1 		$360K Buy
+3,550
New +$308K 0.19% 127
2021
Q3 		– Sell
-10,955
Closed -$855K – 194
2021
Q2 		$855K Buy
+10,955
New +$848K 0.44% 85
2020
Q2 		– Sell
-13,075
Closed -$593K – 158
2020
Q1 		$593K Buy
+13,075
New +$950K 0.51% 71
2019
Q2 		– Sell
-11,812
Closed -$1M – 182
2019
Q1 		$1M Sell
11,812
-800
-6% -$66.1K 0.68% 53
2018
Q4 		$946K Buy
+12,612
New +$1.11M 0.74% 47
2017
Q2 		– Sell
-15,100
Closed -$1M – 172
2017
Q1 		$1M Sell
15,100
-7,550
-33% -$505K 0.77% 47
2016
Q4 		$1.55M Sell
22,650
-8,575
-27% -$528K 1.21% 16
2016
Q3 		$1.66M Buy
31,225
+1,225
+4% +$65.3K 1.39% 10
2016
Q2 		$1.53M Buy
30,000
+19,500
+186% +$1.1M 1.32% 16
2016
Q1 		$673K Buy
+10,500
New +$668K 0.57% 59
2015
Q1 		– Sell
-10,028
Closed -$496K – 183
2014
Q4 		$496K Sell
10,028
-5,175
-34% -$251K 0.43% 98
2014
Q3 		$703K Buy
+15,203
New +$767K 0.61% 72

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

New England Research & Management's VLO Position: Q2 2025 in Review

New England Research & Management sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 4,925 shares — an estimated $650K sold.

New England Research & Management first reported a position in VLO in Q3 2014 and held it in 19 quarters. The position peaked at $1.66M in Q3 2016. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • New England Research & Management reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
  • New England Research & Management sold 4,925 Valero Energy shares in Q2 2025, an estimated $650K.
  • New England Research & Management first reported a position in Valero Energy in Q3 2014 and held it in 19 quarters.
  • New England Research & Management's Valero Energy position peaked at $1.66M in Q3 2016.
  • 1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on New England Research & Management's 13F filing for Q2 2025, filed 9 Jul 2025.