PFA
VLO icon

Pathway Financial Advisers’s Valero Energy VLO Stock Holding History

Pathway Financial Advisers’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
Q4 		– Sell
-285
Closed -$48.1K – 345
2025
Q3 		$48.1K Buy
+285
New +$42.5K 0.01% 234
2025
Q1 		– Sell
-229
Closed -$28K – 405
2024
Q4 		$28K Buy
229
+56
+32% +$7.49K 0.01% 276
2024
Q3 		$23.4K Sell
173
-2
-1% -$290 0.01% 239
2024
Q2 		$27.1K Sell
175
-19
-10% -$3.07K 0.01% 270
2024
Q1 		$33.3K Buy
194
+148
+322% +$21.2K 0.01% 257
2023
Q4 		$6.02K Hold
46
– – ﹤0.01% 399
2023
Q3 		$6.52K Buy
+46
New +$6.03K ﹤0.01% 398
2023
Q1 		$6.31K Sell
45
-17
-27% -$2.28K ﹤0.01% 421
2022
Q4 		$7.85K Buy
+62
New +$7.78K ﹤0.01% 451

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pathway Financial Advisers's VLO Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 285 shares — an estimated $48.1K sold.

Pathway Financial Advisers first reported a position in VLO in Q4 2022 and held it in 9 quarters. The position peaked at $48.1K in Q3 2025. 1,622 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 285 Valero Energy shares in Q4 2025, an estimated $48.1K.
  • Pathway Financial Advisers first reported a position in Valero Energy in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Valero Energy position peaked at $48.1K in Q3 2025.
  • 1,622 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.