PSFG
VLO icon

Park Square Financial Group’s Valero Energy VLO Stock Holding History

Park Square 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
2025
Q3 		– Sell
-25
Closed -$3.36K – 931
2025
Q2 		$3.36K Hold
25
– – ﹤0.01% 798
2025
Q1 		$3.3K Hold
25
– – ﹤0.01% 800
2024
Q4 		$3.06K Buy
+25
New +$3.35K ﹤0.01% 776

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Park Square Financial Group's VLO Position: Q3 2025 in Review

Park Square Financial Group sold out of Valero Energy (VLO) in Q3 2025, closing a stake of 25 shares — an estimated $3.36K sold.

Park Square Financial Group first reported a position in VLO in Q4 2024 and held it in 3 quarters. The position peaked at $3.36K in Q2 2025. 1,558 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Park Square Financial Group reported no remaining Valero Energy position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 25 Valero Energy shares in Q3 2025, an estimated $3.36K.
  • Park Square Financial Group first reported a position in Valero Energy in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Valero Energy position peaked at $3.36K in Q2 2025.
  • 1,558 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.