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Paloma Partners’s Valero Energy VLO Stock Holding History

Paloma Partners’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
-4,500
Closed -$552K – 248
2024
Q4 		$552K Buy
+4,500
New +$602K 0.02% 191
2024
Q1 		– Sell
-29,900
Closed -$3.89M – 1080
2023
Q4 		$3.89M Buy
29,900
+24,600
+464% +$3.13M 0.14% 155
2023
Q3 		$751K Sell
5,300
-34,500
-87% -$4.52M 0.03% 418
2023
Q2 		$4.67M Buy
+39,800
New +$4.63M 0.17% 111
2023
Q1 		– Sell
-26,200
Closed -$3.32M – 996
2022
Q4 		$3.32M Buy
26,200
+9,600
+58% +$1.21M 0.15% 117
2022
Q3 		$1.77M Buy
+16,600
New +$1.83M 0.08% 202
2020
Q1 		– Sell
-68,700
Closed -$6.43M – 2111
2019
Q4 		$6.43M Buy
+68,700
New +$6.49M 0.1% 174
2019
Q2 		– Sell
-58,900
Closed -$5M – 2213
2019
Q1 		$5M Buy
58,900
+19,200
+48% +$1.59M 0.12% 171
2018
Q4 		$2.98M Buy
+39,700
New +$3.49M 0.09% 175
2018
Q2 		– Sell
-17,500
Closed -$1.62M – 2247
2018
Q1 		$1.62M Sell
17,500
-64,500
-79% -$6.02M 0.03% 698
2017
Q4 		$7.54M Sell
82,000
-2,000
-2% -$165K 0.1% 161
2017
Q3 		$6.46M Buy
84,000
+14,000
+20% +$964K 0.09% 219
2017
Q2 		$4.72M Buy
70,000
+11,000
+19% +$713K 0.06% 343
2017
Q1 		$3.91M Sell
59,000
-21,000
-26% -$1.41M 0.05% 416
2016
Q4 		$5.47M Buy
80,000
+40,000
+100% +$2.46M 0.05% 232
2016
Q3 		$2.12M Buy
40,000
+24,000
+150% +$1.28M 0.03% 514
2016
Q2 		$816K Hold
16,000
– – 0.01% 1283
2016
Q1 		$1.03M Buy
16,000
+4,000
+33% +$254K 0.02% 858
2015
Q4 		$849K Hold
12,000
– – 0.02% 739
2015
Q3 		$721K Buy
+12,000
New +$762K 0.02% 826
2015
Q1 		– Sell
-10,000
Closed -$495K – 1441
2014
Q4 		$495K Buy
+10,000
New +$484K 0.02% 679

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Paloma Partners's VLO Position: Q4 2024 in Review

Paloma Partners sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 21,735 shares — an estimated $2.91M sold.

Paloma Partners first reported a position in VLO in Q2 2013 and held it in 38 quarters. The position peaked at $7.59M in Q1 2021. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Paloma Partners reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 21,735 Valero Energy shares in Q4 2024, an estimated $2.91M.
  • Paloma Partners first reported a position in Valero Energy in Q2 2013 and held it in 38 quarters.
  • Paloma Partners's Valero Energy position peaked at $7.59M in Q1 2021.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.