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Parkworth Wealth Management’s Valero Energy VLO Stock Holding History

Parkworth Wealth Management’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
Q2 		$1.61K Buy
12
+5
+71% +$623 ﹤0.01% 298
2025
Q1 		$924 Hold
7
– – ﹤0.01% 277
2024
Q4 		$858 Buy
+7
New +$936 ﹤0.01% 315

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Parkworth Wealth Management's VLO Position: Q2 2025 in Review

Parkworth Wealth Management increased its Valero Energy (VLO) stake by 71% in Q2 2025, buying an estimated $623 and bringing the position to 12 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Parkworth Wealth Management first reported a position in VLO in Q4 2024 and has held it in 3 quarters since. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • Parkworth Wealth Management held 12 shares of Valero Energy worth $1.61K as of Q2 2025.
  • Parkworth Wealth Management bought 5 Valero Energy shares in Q2 2025, an estimated $623.
  • Valero Energy made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #298 holding.
  • Parkworth Wealth Management first reported a position in Valero Energy in Q4 2024 and has held it in 3 quarters since.
  • 1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.