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Sonora Investment Management Group’s Valero Energy VLO Stock Holding History

Sonora Investment Management Group’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 		$27.4M Sell
161,033
-2,089
-1% -$312K 1.94% 14
2025
Q2 		$21.9M Sell
163,122
-3,376
-2% -$421K 1.63% 18
2025
Q1 		$22M Buy
166,498
+4,548
+3% +$603K 1.74% 14
2024
Q4 		$19.9M Buy
161,950
+4,397
+3% +$588K 1.52% 19
2024
Q3 		$21.3M Buy
157,553
+1,330
+0.9% +$193K 1.58% 17
2024
Q2 		$26.7M Hold
156,223
– – 2.09% 4
2024
Q1 		$26.7M Buy
156,223
+2,149
+1% +$308K 2.09% 4
2023
Q4 		$20M Buy
154,074
+564
+0.4% +$71.8K 1.63% 11
2023
Q3 		$21.8M Sell
153,510
-663
-0.4% -$86.9K 1.86% 6
2023
Q2 		$18.1M Buy
154,173
+1,437
+0.9% +$167K 1.52% 13
2023
Q1 		$21.3M Buy
152,736
+476
+0.3% +$63.9K 1.86% 6
2022
Q4 		$19.3M Buy
152,260
+1,808
+1% +$227K 1.76% 7
2022
Q3 		$16M Hold
150,452
– – 2.05% 6
2022
Q2 		$16M Buy
150,452
+2,919
+2% +$346K 1.51% 12
2022
Q1 		$15M Buy
147,533
+4,271
+3% +$370K 1.69% 11
2021
Q4 		$10.8M Buy
+143,262
New +$10.7M 1.25% 24

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

Sonora Investment Management Group's VLO Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Valero Energy (VLO) stake by 1.3% in Q3 2025, selling an estimated $312K and leaving 161,033 shares worth $27.4M. The position accounts for 1.94% of the portfolio, ranked #14.

Sonora Investment Management Group first reported a position in VLO in Q4 2021 and has held it in 16 quarters since. 1,554 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Sonora Investment Management Group held 161,033 shares of Valero Energy worth $27.4M as of Q3 2025.
  • Sonora Investment Management Group sold 2,089 Valero Energy shares in Q3 2025, an estimated $312K.
  • Valero Energy made up 1.94% of Sonora Investment Management Group's portfolio in Q3 2025, its #14 holding.
  • Sonora Investment Management Group first reported a position in Valero Energy in Q4 2021 and has held it in 16 quarters since.
  • 1,554 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.