Sierra Ocean’s Valero Energy VLO Stock Holding History

Sierra Ocean’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	–	Sell	-124	Closed	-$16.7K	–	932
2025 Q2	$16.7K	Buy	124 +49	+65%	+$6.11K	0.01%	364
2025 Q1	$9.97K	Sell	75 -54	-42%	-$7.17K	0.01%	438
2024 Q4	$15.9K	Buy	+129	New	+$17.3K	0.01%	327

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sierra Ocean's VLO Position: Q3 2025 in Review

Sierra Ocean sold out of Valero Energy (VLO) in Q3 2025, closing a stake of 124 shares — an estimated $16.7K sold.

Sierra Ocean first reported a position in VLO in Q4 2024 and held it in 3 quarters. The position peaked at $16.7K in Q2 2025. 1,558 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

Sierra Ocean reported no remaining Valero Energy position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 124 Valero Energy shares in Q3 2025, an estimated $16.7K.
Sierra Ocean first reported a position in Valero Energy in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Valero Energy position peaked at $16.7K in Q2 2025.
1,558 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.