Ridgewood Investments’s Valero Energy VLO Stock Holding History

Ridgewood Investments’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	-13	Closed	-$1.59K	–	749
2024 Q4	$1.59K	Hold	13	–	–	﹤0.01%	661
2024 Q3	$1.75K	Hold	13	–	–	﹤0.01%	666
2024 Q2	$2.04K	Buy	+13	New	+$2.1K	﹤0.01%	662
2023 Q3	–	Sell	-13	Closed	-$1.52K	–	748
2023 Q2	$1.52K	Hold	13	–	–	﹤0.01%	720
2023 Q1	$1.81K	Buy	+13	New	+$1.75K	﹤0.01%	700
2019 Q1	–	Sell	-1,783	Closed	-$203K	–	201
2018 Q4	$203K	Hold	1,783	–	–	0.16%	157
2018 Q3	$203K	Buy	+1,783	New	+$202K	0.16%	158

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

Ridgewood Investments's VLO Position: Q1 2025 in Review

Ridgewood Investments sold out of Valero Energy (VLO) in Q1 2025, closing a stake of 13 shares — an estimated $1.59K sold.

Ridgewood Investments first reported a position in VLO in Q3 2018 and held it in 7 quarters. The position peaked at $203K in Q4 2018. 1,467 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

Ridgewood Investments reported no remaining Valero Energy position as of Q1 2025 after selling out during the quarter.
Ridgewood Investments sold 13 Valero Energy shares in Q1 2025, an estimated $1.59K.
Ridgewood Investments first reported a position in Valero Energy in Q3 2018 and held it in 7 quarters.
Ridgewood Investments's Valero Energy position peaked at $203K in Q4 2018.
1,467 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on Ridgewood Investments's 13F filing for Q1 2025, filed 7 May 2025.