SignalPoint Asset Management’s Valero Energy VLO Stock Holding History

SignalPoint Asset Management’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	$360K	Buy	2,937 +1	+0%	+$134	0.09%	171
2024 Q3	$399K	Buy	2,936 +1	+0%	+$145	0.09%	175
2024 Q2	$460K	Buy	2,935 +1	+0%	+$161	0.12%	157
2024 Q1	$501K	Buy	2,934 +1	+0%	+$143	0.14%	142
2023 Q4	$381K	Buy	2,933 +2	+0.1%	+$254	0.11%	160
2023 Q3	$415K	Buy	2,931 +1	+0%	+$131	0.13%	140
2023 Q2	$344K	Sell	2,930 -519	-15%	-$60.3K	0.11%	167
2023 Q1	$482K	Buy	3,449 +34	+1%	+$4.57K	0.15%	129
2022 Q4	$433K	Buy	3,415 +17	+0.5%	+$2.13K	0.15%	137
2022 Q3	$363K	Buy	3,398 +1	+0%	+$110	0.14%	142
2022 Q2	$361K	Buy	3,397 +947	+39%	+$112K	0.13%	148
2022 Q1	$249K	Buy	+2,450	New	+$213K	0.08%	196

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

SignalPoint Asset Management's VLO Position: Q4 2024 in Review

SignalPoint Asset Management increased its Valero Energy (VLO) stake by 0.03% in Q4 2024, buying an estimated $134 and bringing the position to 2,937 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #171.

SignalPoint Asset Management first reported a position in VLO in Q1 2022 and has held it in 12 quarters since. The position peaked at $501K in Q1 2024. 1,478 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

SignalPoint Asset Management held 2,937 shares of Valero Energy worth $360K as of Q4 2024.
SignalPoint Asset Management bought 1 Valero Energy share in Q4 2024, an estimated $134.
Valero Energy made up 0.09% of SignalPoint Asset Management's portfolio in Q4 2024, its #171 holding.
SignalPoint Asset Management first reported a position in Valero Energy in Q1 2022 and has held it in 12 quarters since.
SignalPoint Asset Management's Valero Energy position peaked at $501K in Q1 2024.
1,478 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.