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Sheaff Brock Investment Advisors’s Valero Energy VLO Stock Holding History

Sheaff Brock 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 		$828K Sell
6,269
-66
-1% -$8.76K 0.08% 190
2024
Q4 		$777K Sell
6,335
-94
-1% -$12.6K 0.07% 198
2024
Q3 		$868K Hold
6,429
– – 0.08% 182
2024
Q2 		$1.01M Sell
6,429
-1,486
-19% -$240K 0.09% 166
2024
Q1 		$1.35M Sell
7,915
-120
-1% -$17.2K 0.09% 148
2023
Q4 		$1.04M Hold
8,035
– – 0.08% 171
2023
Q3 		$1.14M Sell
8,035
-500
-6% -$65.5K 0.1% 149
2023
Q2 		$1M Sell
8,535
-250
-3% -$29.1K 0.08% 172
2023
Q1 		$1.23M Buy
8,785
+143
+2% +$19.2K 0.11% 143
2022
Q4 		$1.1M Buy
8,642
+563
+7% +$70.7K 0.11% 152
2022
Q3 		$863K Sell
8,079
-416
-5% -$45.8K 0.09% 168
2022
Q2 		$903K Buy
8,495
+387
+5% +$45.8K 0.08% 170
2022
Q1 		$823K Buy
8,108
+875
+12% +$75.9K 0.06% 207
2021
Q4 		$543K Buy
7,233
+125
+2% +$9.31K 0.04% 268
2021
Q3 		$502K Buy
7,108
+173
+2% +$11.5K 0.04% 265
2021
Q2 		$541K Buy
6,935
+100
+1% +$7.74K 0.04% 254
2021
Q1 		$489K Sell
6,835
-250
-4% -$17K 0.04% 256
2020
Q4 		$401K Buy
7,085
+750
+12% +$36.8K 0.03% 275
2020
Q3 		$274K Sell
6,335
-350
-5% -$18.3K 0.03% 324
2020
Q2 		$393K Buy
6,685
+161
+2% +$9.62K 0.04% 250
2020
Q1 		$296K Buy
6,524
+983
+18% +$71.4K 0.04% 268
2019
Q4 		$519K Hold
5,541
– – 0.05% 244
2019
Q3 		$472K Hold
5,541
– – 0.05% 254
2019
Q2 		$474K Sell
5,541
-120
-2% -$9.91K 0.05% 249
2019
Q1 		$480K Buy
5,661
+430
+8% +$35.5K 0.06% 251
2018
Q4 		$392K Sell
5,231
-11,606
-69% -$1.02M 0.06% 267
2018
Q3 		$1.92M Buy
16,837
+117
+0.7% +$13.3K 0.18% 85
2018
Q2 		$1.85M Sell
16,720
-13,209
-44% -$1.48M 0.18% 89
2018
Q1 		$2.78M Buy
29,929
+2,254
+8% +$210K 0.29% 67
2017
Q4 		$2.54M Sell
27,675
-743
-3% -$61.3K 0.33% 69
2017
Q3 		$2.19M Sell
28,418
-69,571
-71% -$4.79M 0.29% 77
2017
Q2 		$6.61M Buy
97,989
+1,816
+2% +$118K 0.87% 25
2017
Q1 		$6.38M Sell
96,173
-4,325
-4% -$289K 0.83% 26
2016
Q4 		$6.87M Sell
100,498
-6,001
-6% -$369K 0.87% 24
2016
Q3 		$5.64M Sell
106,499
-5,620
-5% -$300K 0.75% 28
2016
Q2 		$5.72M Sell
112,119
-2,204
-2% -$125K 0.73% 31
2016
Q1 		$7.33M Sell
114,323
-807
-0.7% -$51.3K 0.9% 21
2015
Q4 		$8.14M Buy
+115,130
New +$7.84M 0.92% 19

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sheaff Brock Investment Advisors's VLO Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Valero Energy (VLO) stake by 1% in Q1 2025, selling an estimated $8.76K and leaving 6,269 shares worth $828K. The position accounts for 0.08% of the portfolio, ranked #190.

Sheaff Brock Investment Advisors first reported a position in VLO in Q4 2015 and has held it in 38 quarters since. The position peaked at $8.14M in Q4 2015. 1,467 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

  • Sheaff Brock Investment Advisors held 6,269 shares of Valero Energy worth $828K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 66 Valero Energy shares in Q1 2025, an estimated $8.76K.
  • Valero Energy made up 0.08% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #190 holding.
  • Sheaff Brock Investment Advisors first reported a position in Valero Energy in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Valero Energy position peaked at $8.14M in Q4 2015.
  • 1,467 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.