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Trifecta Capital Advisors’s Valero Energy VLO Stock Holding History

Trifecta Capital Advisors’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
Q4 		– Sell
-29
Closed -$4.94K – 438
2025
Q3 		$4.94K Hold
29
– – ﹤0.01% 269
2025
Q2 		$3.9K Sell
29
-105
-78% -$13.1K ﹤0.01% 279
2025
Q1 		$17.7K Buy
134
+105
+362% +$13.9K ﹤0.01% 194
2024
Q4 		$3.56K Hold
29
– – ﹤0.01% 247
2024
Q3 		$3.92K Hold
29
– – ﹤0.01% 251
2024
Q2 		$4.55K Hold
29
– – ﹤0.01% 247
2024
Q1 		$4.95K Hold
29
– – ﹤0.01% 231
2023
Q4 		$3.77K Hold
29
– – ﹤0.01% 271
2023
Q3 		$4.11K Hold
29
– – ﹤0.01% 245
2023
Q2 		$3.4K Hold
29
– – ﹤0.01% 248
2023
Q1 		$4.05K Hold
29
– – ﹤0.01% 233
2022
Q4 		$3.68K Buy
+29
New +$3.64K ﹤0.01% 239

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Trifecta Capital Advisors's VLO Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 29 shares — an estimated $4.94K sold.

Trifecta Capital Advisors first reported a position in VLO in Q4 2022 and held it in 12 quarters. The position peaked at $17.7K in Q1 2025. 1,622 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 29 Valero Energy shares in Q4 2025, an estimated $4.94K.
  • Trifecta Capital Advisors first reported a position in Valero Energy in Q4 2022 and held it in 12 quarters.
  • Trifecta Capital Advisors's Valero Energy position peaked at $17.7K in Q1 2025.
  • 1,622 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.