Petrus Trust Company’s Valero Energy VLO Stock Holding History

Petrus Trust Company’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	–	Sell	-2,566	Closed	-$339K	–	748
2025 Q1	$339K	Sell	2,566 -1,585	-38%	-$210K	0.03%	350
2024 Q4	$509K	Buy	+4,151	New	+$555K	0.05%	206
2023 Q4	–	Sell	-5,689	Closed	-$806K	–	754
2023 Q3	$806K	Buy	+5,689	New	+$745K	0.09%	64
2023 Q2	–	Sell	-4,203	Closed	-$587K	–	752
2023 Q1	$587K	Buy	+4,203	New	+$565K	0.07%	54
2020 Q1	–	Sell	-3,966	Closed	-$371K	–	326
2019 Q4	$371K	Buy	+3,966	New	+$375K	0.06%	80
2019 Q2	–	Sell	-3,407	Closed	-$289K	–	353
2019 Q1	$289K	Buy	+3,407	New	+$282K	0.06%	124
2018 Q4	–	Sell	-3,156	Closed	-$359K	–	313
2018 Q3	$359K	Sell	3,156 -62	-2%	-$7.04K	0.08%	73
2018 Q2	$357K	Buy	+3,218	New	+$361K	0.08%	84
2017 Q2	–	Sell	-3,792	Closed	-$251K	–	217
2017 Q1	$251K	Buy	+3,792	New	+$254K	0.06%	128
2016 Q4	–	Sell	-4,499	Closed	-$238K	–	229
2016 Q3	$238K	Sell	4,499 -997	-18%	-$53.2K	0.05%	117
2016 Q2	$280K	Buy	+5,496	New	+$311K	0.06%	83

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Petrus Trust Company's VLO Position: Q2 2025 in Review

Petrus Trust Company sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 2,566 shares — an estimated $339K sold.

Petrus Trust Company first reported a position in VLO in Q2 2016 and held it in 11 quarters. The position peaked at $806K in Q3 2023. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

Petrus Trust Company reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
Petrus Trust Company sold 2,566 Valero Energy shares in Q2 2025, an estimated $339K.
Petrus Trust Company first reported a position in Valero Energy in Q2 2016 and held it in 11 quarters.
Petrus Trust Company's Valero Energy position peaked at $806K in Q3 2023.
1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.