Stoneridge Investment Partners’s Valero Energy VLO Stock Holding History

Stoneridge Investment 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 Q2	–	Sell	-1,844	Closed	-$244K	–	148
2025 Q1	$244K	Sell	1,844 -6,334	-77%	-$840K	0.21%	78
2024 Q4	$1M	Sell	8,178 -100	-1%	-$13.4K	0.36%	64
2024 Q3	$1.12M	Buy	+8,278	New	+$1.2M	0.42%	62
2021 Q1	–	Sell	-22,297	Closed	-$1.26M	–	131
2020 Q4	$1.26M	Sell	22,297 -200	-0.9%	-$9.81K	0.73%	45
2020 Q3	$975K	Buy	22,497 +985	+5%	+$51.6K	0.64%	57
2020 Q2	$1.26M	Sell	21,512 -14,518	-40%	-$867K	0.53%	61
2020 Q1	$1.63M	Buy	36,030 +15,632	+77%	+$1.14M	0.73%	47
2019 Q4	$1.91M	Sell	20,398 -16,680	-45%	-$1.58M	0.65%	52
2019 Q3	$3.16M	Buy	37,078 +23,631	+176%	+$1.91M	1.16%	27
2019 Q2	$1.15M	Sell	13,447 -7,947	-37%	-$656K	0.41%	80
2019 Q1	$1.81M	Buy	+21,394	New	+$1.77M	0.53%	68
2016 Q4	–	Sell	-31,123	Closed	-$1.65M	–	341
2016 Q3	$1.65M	Buy	+31,123	New	+$1.66M	0.24%	132

Other funds holding VLO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stoneridge Investment Partners's VLO Position: Q2 2025 in Review

Stoneridge Investment Partners sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 1,844 shares — an estimated $244K sold.

Stoneridge Investment Partners first reported a position in VLO in Q3 2016 and held it in 12 quarters. The position peaked at $3.16M in Q3 2019. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

Stoneridge Investment Partners reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
Stoneridge Investment Partners sold 1,844 Valero Energy shares in Q2 2025, an estimated $244K.
Stoneridge Investment Partners first reported a position in Valero Energy in Q3 2016 and held it in 12 quarters.
Stoneridge Investment Partners's Valero Energy position peaked at $3.16M in Q3 2019.
1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Stoneridge Investment Partners's 13F filing for Q2 2025, filed 11 Aug 2025.