RIA Advisory Group’s Valero Energy VLO Stock Holding History

RIA Advisory Group’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	-4,990	Closed	-$612K	–	167
2024 Q4	$612K	Buy	+4,990	New	+$668K	0.21%	63

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

RIA Advisory Group's VLO Position: Q1 2025 in Review

RIA Advisory Group sold out of Valero Energy (VLO) in Q1 2025, closing a stake of 4,990 shares — an estimated $612K sold.

RIA Advisory Group first reported a position in VLO in Q4 2024 and held it in 1 quarter. The position peaked at $612K in Q4 2024. 1,467 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

RIA Advisory Group reported no remaining Valero Energy position as of Q1 2025 after selling out during the quarter.
RIA Advisory Group sold 4,990 Valero Energy shares in Q1 2025, an estimated $612K.
RIA Advisory Group first reported a position in Valero Energy in Q4 2024 and held it in 1 quarter.
RIA Advisory Group's Valero Energy position peaked at $612K in Q4 2024.
1,467 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on RIA Advisory Group's 13F filing for Q1 2025, filed 12 May 2025.