Schechter Investment Advisors’s Valero Energy VLO Stock Holding History

Schechter Investment 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 Q1	$227K	Buy	1,717 +7	+0.4%	+$929	0.02%	531
2024 Q4	$210K	Sell	1,710 -283	-14%	-$37.9K	0.02%	564
2024 Q3	$269K	Buy	1,993 +96	+5%	+$13.9K	0.02%	516
2024 Q2	$297K	Buy	1,897 +10	+0.5%	+$1.61K	0.02%	478
2024 Q1	$322K	Buy	1,887 +134	+8%	+$19.2K	0.02%	481
2023 Q4	$228K	Sell	1,753 -112	-6%	-$14.3K	0.02%	529
2023 Q3	$264K	Buy	1,865 +98	+6%	+$12.8K	0.03%	482
2023 Q2	$207K	Sell	1,767 -413	-19%	-$48K	0.02%	585
2023 Q1	$304K	Buy	2,180 +323	+17%	+$43.4K	0.03%	519
2022 Q4	$236K	Buy	+1,857	New	+$233K	0.02%	702
2022 Q3	–	Sell	-1,963	Closed	-$209K	–	990
2022 Q2	$209K	Buy	+1,963	New	+$232K	0.02%	832

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

Schechter Investment Advisors's VLO Position: Q1 2025 in Review

Schechter Investment Advisors increased its Valero Energy (VLO) stake by 0.41% in Q1 2025, buying an estimated $929 and bringing the position to 1,717 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #531.

Schechter Investment Advisors first reported a position in VLO in Q2 2022 and has held it in 11 quarters since. The position peaked at $322K in Q1 2024. 1,467 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

Schechter Investment Advisors held 1,717 shares of Valero Energy worth $227K as of Q1 2025.
Schechter Investment Advisors bought 7 Valero Energy shares in Q1 2025, an estimated $929.
Valero Energy made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #531 holding.
Schechter Investment Advisors first reported a position in Valero Energy in Q2 2022 and has held it in 11 quarters since.
Schechter Investment Advisors's Valero Energy position peaked at $322K in Q1 2024.
1,467 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.