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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
2018
Q2 		– Sell
-5,600
Closed -$520K – 578
2018
Q1 		$520K Buy
+5,600
New +$523K 0.05% 247

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. 1,468 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.
  • 1,468 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.