UF
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Univest Financial’s Valero Energy VLO Stock Holding History

Univest Financial’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
Q3 		– Sell
-1,737
Closed -$233K – 272
2025
Q2 		$233K Hold
1,737
– – 0.01% 243
2025
Q1 		$229K Buy
1,737
+100
+6% +$13.3K 0.02% 252
2024
Q4 		$201K Sell
1,637
-6
-0.4% -$803 0.01% 269
2024
Q3 		$222K Buy
+1,643
New +$239K 0.01% 259

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Univest Financial's VLO Position: Q3 2025 in Review

Univest Financial sold out of Valero Energy (VLO) in Q3 2025, closing a stake of 1,737 shares — an estimated $233K sold.

Univest Financial first reported a position in VLO in Q3 2024 and held it in 4 quarters. The position peaked at $233K in Q2 2025. 1,558 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Univest Financial reported no remaining Valero Energy position as of Q3 2025 after selling out during the quarter.
  • Univest Financial sold 1,737 Valero Energy shares in Q3 2025, an estimated $233K.
  • Univest Financial first reported a position in Valero Energy in Q3 2024 and held it in 4 quarters.
  • Univest Financial's Valero Energy position peaked at $233K in Q2 2025.
  • 1,558 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Univest Financial's 13F filing for Q3 2025, filed 30 Oct 2025.