Nova Wealth Management’s Valero Energy VLO Stock Holding History

Nova 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	-13	Closed	-$1.79K	–	752
2025 Q2	$1.79K	Buy	+13	New	+$1.62K	﹤0.01%	580

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Nova Wealth Management sold out of Valero Energy (VLO) in Q3 2025, closing a stake of 13 shares — an estimated $1.79K sold.

Nova Wealth Management first reported a position in VLO in Q2 2025 and held it in 1 quarter. The position peaked at $1.79K in Q2 2025. 1,557 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

Nova Wealth Management reported no remaining Valero Energy position as of Q3 2025 after selling out during the quarter.
Nova Wealth Management sold 13 Valero Energy shares in Q3 2025, an estimated $1.79K.
Nova Wealth Management first reported a position in Valero Energy in Q2 2025 and held it in 1 quarter.
Nova Wealth Management's Valero Energy position peaked at $1.79K in Q2 2025.
1,557 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Nova Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.