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PBMares Wealth Management’s Valero Energy VLO Stock Holding History

PBMares 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
Q3 		$649K Hold
3,814
– – 0.11% 99
2025
Q2 		$513K Sell
3,814
-18
-0.5% -$2.24K 0.09% 105
2025
Q1 		$506K Hold
3,832
– – 0.1% 110
2024
Q4 		$470K Sell
3,832
-290
-7% -$38.8K 0.1% 113
2024
Q3 		$557K Sell
4,122
-70
-2% -$10.2K 0.12% 103
2024
Q2 		$657K Buy
4,192
+290
+7% +$46.8K 0.16% 87
2024
Q1 		$666K Sell
3,902
-6
-0.2% -$860 0.17% 87
2023
Q4 		$508K Buy
3,908
+154
+4% +$19.6K 0.15% 99
2023
Q3 		$532K Hold
3,754
– – 0.19% 91
2023
Q2 		$440K Hold
3,754
– – 0.16% 110
2023
Q1 		$524K Hold
3,754
– – 0.19% 94
2022
Q4 		$476K Buy
+3,754
New +$471K 0.19% 90

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

PBMares Wealth Management's VLO Position: Q3 2025 in Review

PBMares Wealth Management held its Valero Energy (VLO) position steady in Q3 2025 at 3,814 shares worth $649K. The position accounts for 0.11% of the portfolio, ranked #99.

PBMares Wealth Management first reported a position in VLO in Q4 2022 and has held it in 12 quarters since. The position peaked at $666K in Q1 2024. 1,554 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • PBMares Wealth Management held 3,814 shares of Valero Energy worth $649K as of Q3 2025.
  • PBMares Wealth Management left its Valero Energy share count unchanged in Q3 2025.
  • Valero Energy made up 0.11% of PBMares Wealth Management's portfolio in Q3 2025, its #99 holding.
  • PBMares Wealth Management first reported a position in Valero Energy in Q4 2022 and has held it in 12 quarters since.
  • PBMares Wealth Management's Valero Energy position peaked at $666K in Q1 2024.
  • 1,554 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.