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Stonegate Investment Group’s Valero Energy VLO Stock Holding History

Stonegate Investment 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 		$773K Hold
4,538
– – 0.02% 206
2025
Q2 		$610K Hold
4,538
– – 0.02% 220
2025
Q1 		$599K Buy
+4,538
New +$602K 0.02% 197

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

Stonegate Investment Group's VLO Position: Q3 2025 in Review

Stonegate Investment Group held its Valero Energy (VLO) position steady in Q3 2025 at 4,538 shares worth $773K. The position accounts for 0.02% of the portfolio, ranked #206.

Stonegate Investment Group first reported a position in VLO in Q1 2025 and has held it in 3 quarters since. 1,555 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Stonegate Investment Group held 4,538 shares of Valero Energy worth $773K as of Q3 2025.
  • Stonegate Investment Group left its Valero Energy share count unchanged in Q3 2025.
  • Valero Energy made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #206 holding.
  • Stonegate Investment Group first reported a position in Valero Energy in Q1 2025 and has held it in 3 quarters since.
  • 1,555 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.