PFG Private Wealth Management’s Valero Energy VLO Stock Holding History

PFG Private 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	–	Sell	-21	Closed	-$2.77K	–	244
2025 Q1	$2.77K	Hold	21	–	–	﹤0.01%	217
2024 Q4	$2.57K	Hold	21	–	–	﹤0.01%	188
2024 Q3	$2.84K	Hold	21	–	–	﹤0.01%	191
2024 Q2	$3.29K	Hold	21	–	–	﹤0.01%	177
2024 Q1	$3.58K	Hold	21	–	–	﹤0.01%	164
2023 Q4	$2.73K	Sell	21 -21	-50%	-$2.67K	﹤0.01%	187
2023 Q3	$5.95K	Sell	42 -114	-73%	-$14.9K	﹤0.01%	209
2023 Q2	$18.3K	Sell	156 -311	-67%	-$36.1K	0.01%	186
2023 Q1	$65.2K	Sell	467 -1,727	-79%	-$232K	0.04%	141
2022 Q4	$278K	Buy	2,194 +20	+0.9%	+$2.51K	0.17%	41
2022 Q3	$232K	Buy	2,174 +2,156	+11,978%	+$237K	0.15%	43
2022 Q2	$2K	Buy	+18	New	+$2.13K	﹤0.01%	294

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

PFG Private Wealth Management's VLO Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 21 shares — an estimated $2.77K sold.

PFG Private Wealth Management first reported a position in VLO in Q2 2022 and held it in 12 quarters. The position peaked at $278K in Q4 2022. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

PFG Private Wealth Management reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 21 Valero Energy shares in Q2 2025, an estimated $2.77K.
PFG Private Wealth Management first reported a position in Valero Energy in Q2 2022 and held it in 12 quarters.
PFG Private Wealth Management's Valero Energy position peaked at $278K in Q4 2022.
1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.