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Sherbrooke Park Advisers’s Valero Energy VLO Stock Holding History

Sherbrooke Park Advisers’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 		– Sell
-4,559
Closed -$616K – 1186
2024
Q3 		$616K Buy
+4,559
New +$662K 0.14% 232
2024
Q2 		– Sell
-6,415
Closed -$1.09M – 1222
2024
Q1 		$1.09M Sell
6,415
-1,532
-19% -$219K 0.21% 128
2023
Q4 		$1.03M Buy
7,947
+5,493
+224% +$699K 0.49% 43
2023
Q3 		$348K Sell
2,454
-1,946
-44% -$255K 0.11% 312
2023
Q2 		$516K Buy
4,400
+800
+22% +$93K 0.27% 168
2023
Q1 		$503K Sell
3,600
-3,800
-51% -$510K 0.76% 33
2022
Q4 		$939K Buy
+7,400
New +$929K 0.69% 18

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

Sherbrooke Park Advisers's VLO Position: Q4 2024 in Review

Sherbrooke Park Advisers sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 4,559 shares — an estimated $616K sold.

Sherbrooke Park Advisers first reported a position in VLO in Q4 2022 and held it in 7 quarters. The position peaked at $1.09M in Q1 2024. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Sherbrooke Park Advisers reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 4,559 Valero Energy shares in Q4 2024, an estimated $616K.
  • Sherbrooke Park Advisers first reported a position in Valero Energy in Q4 2022 and held it in 7 quarters.
  • Sherbrooke Park Advisers's Valero Energy position peaked at $1.09M in Q1 2024.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.