Patten Group’s Valero Energy VLO Stock Holding History

Patten 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
2026 Q1	$353K	Buy	1,428 +11	+0.8%	+$2.27K	0.06%	242
2025 Q4	$231K	Sell	1,417 -1,672	-54%	-$283K	0.04%	283
2025 Q3	$526K	Buy	3,089 +1,539	+99%	+$230K	0.1%	180
2025 Q2	$208K	Sell	1,550 -742	-32%	-$92.5K	0.04%	250
2025 Q1	$303K	Buy	2,292 +29	+1%	+$3.85K	0.07%	226
2024 Q4	$277K	Buy	+2,263	New	+$303K	0.06%	228
2019 Q1	–	Sell	-300	Closed	-$22K	–	526
2018 Q4	$22K	Hold	300	–	–	0.01%	365
2018 Q3	$34K	Hold	300	–	–	0.01%	370
2018 Q2	$33K	Hold	300	–	–	0.01%	365
2018 Q1	$28K	Hold	300	–	–	0.01%	375
2017 Q4	$28K	Sell	300 -100	-25%	-$8.25K	0.01%	398
2017 Q3	$31K	Hold	400	–	–	0.01%	380
2017 Q2	$27K	Sell	400 -100	-20%	-$6.49K	0.01%	399
2017 Q1	$33K	Hold	500	–	–	0.01%	352
2016 Q4	$34K	Hold	500	–	–	0.02%	338
2016 Q3	$26.9K	Hold	500	–	–	0.01%	384
2016 Q2	$25.5K	Hold	500	–	–	0.01%	383
2016 Q1	$32.1K	Hold	500	–	–	0.02%	349
2015 Q4	$35.4K	Hold	500	–	–	0.02%	350
2015 Q3	$30.1K	Hold	500	–	–	0.02%	331
2015 Q2	$31.3K	Buy	+500	New	+$29.5K	0.01%	331

Other funds holding VLO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return