TruNorth Capital Management’s Valero Energy VLO Stock Holding History

TruNorth Capital 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
2025 Q4	–	Sell	-41	Closed	-$6.98K	–	375
2025 Q3	$6.98K	Buy	+41	New	+$6.11K	﹤0.01%	360

Other funds holding VLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

TruNorth Capital Management's VLO Position: Q4 2025 in Review

TruNorth Capital Management sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 41 shares — an estimated $6.98K sold.

TruNorth Capital Management first reported a position in VLO in Q3 2025 and held it in 1 quarter. The position peaked at $6.98K in Q3 2025. 1,623 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

TruNorth Capital Management reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 41 Valero Energy shares in Q4 2025, an estimated $6.98K.
TruNorth Capital Management first reported a position in Valero Energy in Q3 2025 and held it in 1 quarter.
TruNorth Capital Management's Valero Energy position peaked at $6.98K in Q3 2025.
1,623 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.