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Oxford Financial Group’s Valero Energy VLO Stock Holding History

Oxford Financial Group’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
-2,801
Closed -$378K – 325
2024
Q3 		$378K Sell
2,801
-273
-9% -$39.6K 0.02% 175
2024
Q2 		$482K Buy
3,074
+69
+2% +$11.1K 0.03% 156
2024
Q1 		$513K Buy
3,005
+41
+1% +$5.87K 0.04% 133
2023
Q4 		$385K Hold
2,964
– – 0.03% 159
2023
Q3 		$420K Sell
2,964
-206
-6% -$27K 0.04% 143
2023
Q2 		$372K Buy
+3,170
New +$368K 0.04% 155

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Oxford Financial Group's VLO Position: Q4 2024 in Review

Oxford Financial Group sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 2,801 shares — an estimated $378K sold.

Oxford Financial Group first reported a position in VLO in Q2 2023 and held it in 6 quarters. The position peaked at $513K in Q1 2024. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Oxford Financial Group reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Oxford Financial Group sold 2,801 Valero Energy shares in Q4 2024, an estimated $378K.
  • Oxford Financial Group first reported a position in Valero Energy in Q2 2023 and held it in 6 quarters.
  • Oxford Financial Group's Valero Energy position peaked at $513K in Q1 2024.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Oxford Financial Group's 13F filing for Q4 2024, filed 11 Feb 2025.