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Vista Cima Wealth Management’s Valero Energy VLO Stock Holding History

Vista Cima 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
-2,966
Closed -$505K – 78
2025
Q3 		$505K Buy
+2,966
New +$442K 0.42% 48

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vista Cima Wealth Management's VLO Position: Q4 2025 in Review

Vista Cima Wealth Management sold out of Valero Energy (VLO) in Q4 2025, closing a stake of 2,966 shares — an estimated $505K sold.

Vista Cima Wealth Management first reported a position in VLO in Q3 2025 and held it in 1 quarter. The position peaked at $505K in Q3 2025. 1,627 funds tracked by Wall St. Rank hold VLO as of Q4 2025.

  • Vista Cima Wealth Management reported no remaining Valero Energy position as of Q4 2025 after selling out during the quarter.
  • Vista Cima Wealth Management sold 2,966 Valero Energy shares in Q4 2025, an estimated $505K.
  • Vista Cima Wealth Management first reported a position in Valero Energy in Q3 2025 and held it in 1 quarter.
  • Vista Cima Wealth Management's Valero Energy position peaked at $505K in Q3 2025.
  • 1,627 funds tracked by Wall St. Rank held Valero Energy as of Q4 2025.

Based on Vista Cima Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.