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Shorepoint Capital Partners’s Valero Energy VLO Stock Holding History

Shorepoint Capital Partners’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
Q3 		$1.77M Buy
+10,373
New +$1.55M 0.35% 71
2025
Q1 		$1.3M Buy
9,881
+918
+10% +$122K 0.3% 74
2024
Q4 		$1.1M Sell
8,963
-1,127
-11% -$151K 0.25% 77
2024
Q3 		$1.36M Buy
10,090
+713
+8% +$104K 0.31% 75
2024
Q2 		$1.47M Buy
9,377
+589
+7% +$95K 0.35% 73
2024
Q1 		$1.5M Buy
8,788
+1,338
+18% +$192K 0.37% 73
2023
Q4 		$968K Buy
7,450
+478
+7% +$60.8K 0.26% 77
2023
Q3 		$988K Buy
6,972
+1,567
+29% +$205K 0.29% 77
2023
Q2 		$634K Buy
5,405
+1,734
+47% +$202K 0.18% 88
2023
Q1 		$512K Buy
+3,671
New +$493K 0.15% 91
2020
Q1 		– Sell
-38,979
Closed -$3.65M – 99
2019
Q4 		$3.65M Sell
38,979
-1,367
-3% -$129K 2.09% 13
2019
Q3 		$3.44M Buy
40,346
+965
+2% +$78K 2.03% 12
2019
Q2 		$3.37M Sell
39,381
-425
-1% -$35.1K 1.92% 11
2019
Q1 		$3.38M Buy
+39,806
New +$3.29M 1.91% 11

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

Shorepoint Capital Partners's VLO Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Valero Energy (VLO) in Q3 2025: 10,373 shares worth $1.77M. The stake represents 0.35% of the portfolio and ranks #71 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in VLO as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in VLO in Q1 2019 and has held it in 14 quarters since. The position peaked at $3.65M in Q4 2019. 1,554 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Shorepoint Capital Partners held 10,373 shares of Valero Energy worth $1.77M as of Q3 2025.
  • Valero Energy was a new Shorepoint Capital Partners position in Q3 2025.
  • Valero Energy made up 0.35% of Shorepoint Capital Partners's portfolio in Q3 2025, its #71 holding.
  • Shorepoint Capital Partners first reported a position in Valero Energy in Q1 2019 and has held it in 14 quarters since.
  • Shorepoint Capital Partners's Valero Energy position peaked at $3.65M in Q4 2019.
  • 1,554 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.