Sugarloaf Wealth Management’s Valero Energy VLO Stock Holding History

Sugarloaf Wealth 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	$51.3K	Hold	418	–	–	0.01%	293
2024 Q3	$56.5K	Hold	418	–	–	0.01%	292
2024 Q2	$65.5K	Hold	418	–	–	0.01%	268
2024 Q1	$71.4K	Hold	418	–	–	0.01%	258
2023 Q4	$54.3K	Buy	418 +1	+0.2%	+$127	0.01%	279
2023 Q3	$59.1K	Hold	417	–	–	0.01%	266
2023 Q2	$48.9K	Buy	417 +1	+0.2%	+$116	0.01%	293
2023 Q1	$58.1K	Hold	416	–	–	0.01%	267
2022 Q4	$52.7K	Buy	416 +1	+0.2%	+$126	0.01%	274
2022 Q3	$45K	Buy	+415	New	+$45.7K	0.01%	299
2022 Q2	–	Sell	-847	Closed	-$100K	–	838
2022 Q1	$86K	Buy	847 +495	+141%	+$42.9K	0.02%	209
2021 Q4	$26K	Hold	352	–	–	0.01%	392
2021 Q3	$25K	Hold	352	–	–	0.01%	383
2021 Q2	$27K	Hold	352	–	–	0.01%	375
2021 Q1	$25	Hold	352	–	–	0.01%	371
2020 Q4	$20K	Hold	352	–	–	0.01%	386
2020 Q3	$15K	Hold	352	–	–	0.01%	405
2020 Q2	$21K	Hold	352	–	–	0.01%	347
2020 Q1	$16K	Hold	352	–	–	0.01%	373
2019 Q4	$33K	Buy	+352	New	+$33.3K	0.01%	300

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sugarloaf Wealth Management's VLO Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Valero Energy (VLO) position steady in Q4 2024 at 418 shares worth $51.3K. The position accounts for 0.01% of the portfolio, ranked #293.

Sugarloaf Wealth Management first reported a position in VLO in Q4 2019 and has held it in 20 quarters since. The position peaked at $86K in Q1 2022. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

Sugarloaf Wealth Management held 418 shares of Valero Energy worth $51.3K as of Q4 2024.
Sugarloaf Wealth Management left its Valero Energy share count unchanged in Q4 2024.
Valero Energy made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #293 holding.
Sugarloaf Wealth Management first reported a position in Valero Energy in Q4 2019 and has held it in 20 quarters since.
Sugarloaf Wealth Management's Valero Energy position peaked at $86K in Q1 2022.
1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.