Red Tortoise LLC’s Valero Energy VLO Stock Holding History

Red Tortoise LLC’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	-18	Closed	-$2.38K	–	654
2025 Q1	$2.38K	Sell	18 -19	-51%	-$2.52K	﹤0.01%	474
2024 Q4	$4.54K	Hold	37	–	–	﹤0.01%	375
2024 Q3	$5K	Hold	37	–	–	﹤0.01%	354
2024 Q2	$5.8K	Hold	37	–	–	﹤0.01%	327
2024 Q1	$6.32K	Hold	37	–	–	﹤0.01%	310
2023 Q4	$4.81K	Buy	37 +20	+118%	+$2.54K	﹤0.01%	302
2023 Q3	$2.41K	Hold	17	–	–	﹤0.01%	406
2023 Q2	$1.99K	Hold	17	–	–	﹤0.01%	456
2023 Q1	$2.37K	Hold	17	–	–	﹤0.01%	409
2022 Q4	$2.16K	Buy	+17	New	+$2.13K	﹤0.01%	457
2021 Q4	–	Sell	-17	Closed	-$2K	–	488
2021 Q3	$2K	Buy	+17	New	+$1.13K	﹤0.01%	478

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

Red Tortoise LLC's VLO Position: Q2 2025 in Review

Red Tortoise LLC sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 18 shares — an estimated $2.38K sold.

Red Tortoise LLC first reported a position in VLO in Q3 2021 and held it in 11 quarters. The position peaked at $6.32K in Q1 2024. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

Red Tortoise LLC reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
Red Tortoise LLC sold 18 Valero Energy shares in Q2 2025, an estimated $2.38K.
Red Tortoise LLC first reported a position in Valero Energy in Q3 2021 and held it in 11 quarters.
Red Tortoise LLC's Valero Energy position peaked at $6.32K in Q1 2024.
1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Red Tortoise LLC's 13F filing for Q2 2025, filed 22 Jul 2025.