PKO Investment Management Joint-Stock’s Valero Energy VLO Stock Holding History

PKO Investment Management Joint-Stock’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
2023 Q4	–	Sell	-18,200	Closed	-$2.58M	–	152
2023 Q3	$2.58M	Sell	18,200 -1,800	-9%	-$236K	0.35%	51
2023 Q2	$2.35M	Hold	20,000	–	–	0.29%	62
2023 Q1	$2.79M	Hold	20,000	–	–	0.37%	57
2022 Q4	$2.54M	Hold	20,000	–	–	0.37%	52
2022 Q3	$2.14M	Sell	20,000 -11,000	-35%	-$1.21M	0.36%	56
2022 Q2	$3.29M	Buy	31,000 +6,000	+24%	+$710K	0.47%	48
2022 Q1	$2.54M	Buy	+25,000	New	+$2.17M	0.31%	64
2014 Q2	–	Sell	-43,160	Closed	-$2.29M	–	54
2014 Q1	$2.29M	Sell	43,160 -371,500	-90%	-$19M	3.09%	11
2013 Q4	$20.9M	Buy	+414,660	New	+$17.5M	20.35%	2

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PKO Investment Management Joint-Stock's VLO Position: Q4 2023 in Review

PKO Investment Management Joint-Stock sold out of Valero Energy (VLO) in Q4 2023, closing a stake of 18,200 shares — an estimated $2.58M sold.

PKO Investment Management Joint-Stock first reported a position in VLO in Q4 2013 and held it in 9 quarters. The position peaked at $20.9M in Q4 2013. 1,447 funds tracked by Wall St. Rank hold VLO as of Q4 2023.

PKO Investment Management Joint-Stock reported no remaining Valero Energy position as of Q4 2023 after selling out during the quarter.
PKO Investment Management Joint-Stock sold 18,200 Valero Energy shares in Q4 2023, an estimated $2.58M.
PKO Investment Management Joint-Stock first reported a position in Valero Energy in Q4 2013 and held it in 9 quarters.
PKO Investment Management Joint-Stock's Valero Energy position peaked at $20.9M in Q4 2013.
1,447 funds tracked by Wall St. Rank held Valero Energy as of Q4 2023.

Based on PKO Investment Management Joint-Stock's 13F filing for Q4 2023, filed 13 Mar 2025.