RGF
VLO icon

Retirement Guys Formula’s Valero Energy VLO Stock Holding History

Retirement Guys Formula’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
Q1 		– Sell
-9,652
Closed -$1.18M – 166
2024
Q4 		$1.18M Buy
9,652
+388
+4% +$51.9K 0.6% 55
2024
Q3 		$1.25M Buy
9,264
+896
+11% +$130K 0.58% 60
2024
Q2 		$1.31M Sell
8,368
-21
-0.3% -$3.39K 0.63% 53
2024
Q1 		$1.43M Buy
8,389
+634
+8% +$90.8K 0.7% 39
2023
Q4 		$1.01M Buy
7,755
+1,065
+16% +$136K 0.54% 55
2023
Q3 		$948K Buy
+6,690
New +$876K 0.66% 37

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Retirement Guys Formula's VLO Position: Q1 2025 in Review

Retirement Guys Formula sold out of Valero Energy (VLO) in Q1 2025, closing a stake of 9,652 shares — an estimated $1.18M sold.

Retirement Guys Formula first reported a position in VLO in Q3 2023 and held it in 6 quarters. The position peaked at $1.43M in Q1 2024. 1,467 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

  • Retirement Guys Formula reported no remaining Valero Energy position as of Q1 2025 after selling out during the quarter.
  • Retirement Guys Formula sold 9,652 Valero Energy shares in Q1 2025, an estimated $1.18M.
  • Retirement Guys Formula first reported a position in Valero Energy in Q3 2023 and held it in 6 quarters.
  • Retirement Guys Formula's Valero Energy position peaked at $1.43M in Q1 2024.
  • 1,467 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on Retirement Guys Formula's 13F filing for Q1 2025, filed 23 Apr 2025.