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Sanctuary Wealth Management’s Valero Energy VLO Stock Holding History

Sanctuary Wealth Management’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
2024
Q4 		$18.4K Hold
150
– – 0.01% 142
2024
Q3 		$20.3K Hold
150
– – 0.01% 148
2024
Q2 		$23.5K Hold
150
– – 0.02% 122
2024
Q1 		$25.6K Hold
150
– – 0.02% 118
2023
Q4 		$19.5K Hold
150
– – 0.02% 124
2023
Q3 		$21.3K Hold
150
– – 0.02% 106
2023
Q2 		$17.6K Buy
+150
New +$17.4K 0.02% 122

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sanctuary Wealth Management's VLO Position: Q4 2024 in Review

Sanctuary Wealth Management held its Valero Energy (VLO) position steady in Q4 2024 at 150 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #142.

Sanctuary Wealth Management first reported a position in VLO in Q2 2023 and has held it in 7 quarters since. The position peaked at $25.6K in Q1 2024. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Sanctuary Wealth Management held 150 shares of Valero Energy worth $18.4K as of Q4 2024.
  • Sanctuary Wealth Management left its Valero Energy share count unchanged in Q4 2024.
  • Valero Energy made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #142 holding.
  • Sanctuary Wealth Management first reported a position in Valero Energy in Q2 2023 and has held it in 7 quarters since.
  • Sanctuary Wealth Management's Valero Energy position peaked at $25.6K in Q1 2024.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.