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Sharp Financial Services’s Valero Energy VLO Stock Holding History

Sharp Financial Services’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
Q2 		– Sell
-3,001
Closed -$396K – 101
2025
Q1 		$396K Sell
3,001
-999
-25% -$133K 0.3% 47
2024
Q4 		$490K Buy
4,000
+1,138
+40% +$152K 0.37% 43
2024
Q3 		$386K Buy
2,862
+100
+4% +$14.5K 0.3% 56
2024
Q2 		$433K Buy
2,762
+200
+8% +$32.3K 0.37% 48
2024
Q1 		$437K Sell
2,562
-600
-19% -$86K 0.41% 51
2023
Q4 		$411K Buy
+3,162
New +$402K 0.45% 48

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sharp Financial Services's VLO Position: Q2 2025 in Review

Sharp Financial Services sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 3,001 shares — an estimated $396K sold.

Sharp Financial Services first reported a position in VLO in Q4 2023 and held it in 6 quarters. The position peaked at $490K in Q4 2024. 1,479 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • Sharp Financial Services reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
  • Sharp Financial Services sold 3,001 Valero Energy shares in Q2 2025, an estimated $396K.
  • Sharp Financial Services first reported a position in Valero Energy in Q4 2023 and held it in 6 quarters.
  • Sharp Financial Services's Valero Energy position peaked at $490K in Q4 2024.
  • 1,479 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Sharp Financial Services's 13F filing for Q2 2025, filed 25 Jul 2025.