North Capital’s Valero Energy VLO Stock Holding History

North Capital’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	-434	Closed	-$73.9K	–	672
2025 Q3	$73.9K	Sell	434 -4	-0.9%	-$597	0.06%	174
2025 Q2	$58.8K	Hold	438	–	–	0.05%	190
2025 Q1	$57.8K	Buy	+438	New	+$58.1K	0.05%	197

Other funds holding VLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

North Capital's VLO Position: Q4 2025 in Review

North Capital sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 434 shares — an estimated $73.9K sold.

North Capital first reported a position in VLO in Q1 2025 and held it in 3 quarters. The position peaked at $73.9K in Q3 2025. 1,628 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

North Capital reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
North Capital sold 434 Valero Energy shares in Q4 2025, an estimated $73.9K.
North Capital first reported a position in Valero Energy in Q1 2025 and held it in 3 quarters.
North Capital's Valero Energy position peaked at $73.9K in Q3 2025.
1,628 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.