Oarsman Capital’s Valero Energy VLO Stock Holding History

Oarsman 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 Q1	–	Sell	-751	Closed	-$92.1K	–	831
2024 Q4	$92.1K	Sell	751 -140	-16%	-$18.7K	0.02%	346
2024 Q3	$120K	Buy	+891	New	+$129K	0.02%	309
2023 Q3	–	Sell	-2,060	Closed	-$242K	–	186
2023 Q2	$242K	Buy	+2,060	New	+$239K	0.11%	150
2018 Q4	–	Sell	-1,855	Closed	-$211K	–	182
2018 Q3	$211K	Sell	1,855 -175	-9%	-$19.9K	0.09%	175
2018 Q2	$225K	Buy	+2,030	New	+$228K	0.1%	161
2015 Q4	–	Sell	-6,755	Closed	-$406K	–	193
2015 Q3	$406K	Sell	6,755 -400	-6%	-$25.4K	0.24%	118
2015 Q2	$448K	Buy	7,155 +75	+1%	+$4.43K	0.31%	108
2015 Q1	$450K	Hold	7,080	–	–	0.31%	105
2014 Q4	$350K	Sell	7,080 -735	-9%	-$35.6K	0.25%	122
2014 Q3	$362K	Buy	7,815 +415	+6%	+$20.9K	0.27%	121
2014 Q2	$371K	Buy	+7,400	New	+$408K	0.27%	118

Other funds holding VLO

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

BlackRock New York $5.7T 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

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM