nVerses Capital’s Valero Energy VLO Stock Holding History

nVerses 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
2024 Q4	–	Sell	-4,800	Closed	-$648K	–	869
2024 Q3	$648K	Buy	4,800 +3,300	+220%	+$479K	0.3%	101
2024 Q2	$235K	Buy	1,500 +1,400	+1,400%	+$226K	0.14%	237
2024 Q1	$17.1K	Buy	+100	New	+$14.3K	0.04%	422

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

nVerses Capital's VLO Position: Q4 2024 in Review

nVerses Capital sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 4,800 shares — an estimated $648K sold.

nVerses Capital first reported a position in VLO in Q1 2024 and held it in 3 quarters. The position peaked at $648K in Q3 2024. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

nVerses Capital reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
nVerses Capital sold 4,800 Valero Energy shares in Q4 2024, an estimated $648K.
nVerses Capital first reported a position in Valero Energy in Q1 2024 and held it in 3 quarters.
nVerses Capital's Valero Energy position peaked at $648K in Q3 2024.
1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on nVerses Capital's 13F filing for Q4 2024.