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SageView Advisory Group’s Valero Energy VLO Stock Holding History

SageView 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
Q4 		$575K Sell
3,532
-95
-3% -$16.1K 0.02% 337
2025
Q3 		$618K Buy
3,627
+319
+10% +$47.6K 0.02% 342
2025
Q2 		$479K Buy
3,308
+197
+6% +$24.5K 0.02% 379
2025
Q1 		$411K Buy
3,111
+599
+24% +$79.5K 0.02% 383
2024
Q4 		$308K Buy
2,512
+928
+59% +$124K 0.01% 459
2024
Q3 		$214K Sell
1,584
-364
-19% -$52.9K 0.01% 481
2024
Q2 		$305K Buy
+1,948
New +$314K 0.01% 425

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SageView Advisory Group's VLO Position: Q4 2025 in Review

SageView Advisory Group reduced its Valero Energy (VLO) stake by 2.6% in Q4 2025, selling an estimated $16.1K and leaving 3,532 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #337.

SageView Advisory Group first reported a position in VLO in Q2 2024 and has held it in 7 quarters since. The position peaked at $618K in Q3 2025. 1,622 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

  • SageView Advisory Group held 3,532 shares of Valero Energy worth $575K as of Q4 2025.
  • SageView Advisory Group sold 95 Valero Energy shares in Q4 2025, an estimated $16.1K.
  • Valero Energy made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #337 holding.
  • SageView Advisory Group first reported a position in Valero Energy in Q2 2024 and has held it in 7 quarters since.
  • SageView Advisory Group's Valero Energy position peaked at $618K in Q3 2025.
  • 1,622 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.