Transform Wealth’s Valero Energy VLO Stock Holding History

Transform Wealth’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 Q1	$314K	Hold	2,379	–	–	0.02%	205
2024 Q4	$292K	Buy	+2,379	New	+$318K	0.02%	219
2020 Q3	–	Sell	-17,019	Closed	-$1M	–	236
2020 Q2	$1M	Sell	17,019 -38,216	-69%	-$2.28M	0.17%	101
2020 Q1	$2.5M	Buy	55,235 +3,917	+8%	+$285K	0.53%	66
2019 Q4	$4.81M	Buy	51,318 +2,284	+5%	+$216K	0.76%	54
2019 Q3	$4.18M	Buy	49,034 +1,392	+3%	+$113K	0.74%	59
2019 Q2	$4.08M	Buy	47,642 +3,982	+9%	+$329K	0.6%	65
2019 Q1	$3.7M	Buy	43,660 +2,968	+7%	+$245K	0.69%	63
2018 Q4	$3.05M	Buy	40,692 +2,041	+5%	+$179K	0.63%	64
2018 Q3	$4.4M	Buy	38,651 +3,579	+10%	+$406K	0.76%	52
2018 Q2	$3.89M	Buy	35,072 +2,394	+7%	+$269K	0.7%	55
2018 Q1	$3.03M	Sell	32,678 -44,918	-58%	-$4.19M	0.58%	60
2017 Q4	$7.13M	Buy	77,596 +48,984	+171%	+$4.04M	1.31%	15
2017 Q3	$2.2M	Buy	+28,612	New	+$1.97M	0.77%	35

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Transform Wealth's VLO Position: Q1 2025 in Review

Transform Wealth held its Valero Energy (VLO) position steady in Q1 2025 at 2,379 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #205.

Transform Wealth first reported a position in VLO in Q3 2017 and has held it in 14 quarters since. The position peaked at $7.13M in Q4 2017. 1,468 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

Transform Wealth held 2,379 shares of Valero Energy worth $314K as of Q1 2025.
Transform Wealth left its Valero Energy share count unchanged in Q1 2025.
Valero Energy made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #205 holding.
Transform Wealth first reported a position in Valero Energy in Q3 2017 and has held it in 14 quarters since.
Transform Wealth's Valero Energy position peaked at $7.13M in Q4 2017.
1,468 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.