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VCI Wealth Management’s Valero Energy VLO Stock Holding History

VCI 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
2025
Q4 		– Sell
-7,032
Closed -$1.2M – 138
2025
Q3 		$1.2M Buy
7,032
+978
+16% +$146K 0.36% 68
2025
Q2 		$814K Buy
6,054
+886
+17% +$110K 0.28% 84
2025
Q1 		$683K Buy
+5,168
New +$686K 0.29% 85

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

VCI Wealth Management's VLO Position: Q4 2025 in Review

VCI Wealth Management sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 7,032 shares — an estimated $1.2M sold.

VCI Wealth Management first reported a position in VLO in Q1 2025 and held it in 3 quarters. The position peaked at $1.2M in Q3 2025. 1,621 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

  • VCI Wealth Management reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
  • VCI Wealth Management sold 7,032 Valero Energy shares in Q4 2025, an estimated $1.2M.
  • VCI Wealth Management first reported a position in Valero Energy in Q1 2025 and held it in 3 quarters.
  • VCI Wealth Management's Valero Energy position peaked at $1.2M in Q3 2025.
  • 1,621 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on VCI Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.