Rise Advisors’s Valero Energy VLO Stock Holding History

Rise Advisors’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 Q4	–	Sell	-211	Closed	-$36K	–	1378
2025 Q3	$36K	Buy	211 +4	+2%	+$597	0.01%	328
2025 Q2	$27.8K	Sell	207 -2	-1%	-$249	0.01%	375
2025 Q1	$27.6K	Buy	209 +8	+4%	+$1.06K	0.01%	353
2024 Q4	$24.6K	Buy	201 +2	+1%	+$268	0.01%	518
2024 Q3	$26.8K	Buy	199 +2	+1%	+$290	0.01%	472
2024 Q2	$30.9K	Buy	197 +1	+0.5%	+$161	0.02%	358
2024 Q1	$33.5K	Buy	+196	New	+$28.1K	0.02%	337

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Rise Advisors's VLO Position: Q4 2025 in Review

Rise Advisors sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 211 shares — an estimated $36K sold.

Rise Advisors first reported a position in VLO in Q1 2024 and held it in 7 quarters. The position peaked at $36K in Q3 2025. 1,627 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

Rise Advisors reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 211 Valero Energy shares in Q4 2025, an estimated $36K.
Rise Advisors first reported a position in Valero Energy in Q1 2024 and held it in 7 quarters.
Rise Advisors's Valero Energy position peaked at $36K in Q3 2025.
1,627 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.