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Walkner Condon Financial Advisors’s Valero Energy VLO Stock Holding History

Walkner Condon Financial 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
2024
Q4 		– Sell
-2,603
Closed -$352K – 294
2024
Q3 		$352K Buy
2,603
+140
+6% +$20.3K 0.07% 195
2024
Q2 		$386K Sell
2,463
-88
-3% -$14.2K 0.08% 171
2024
Q1 		$435K Buy
2,551
+475
+23% +$68.1K 0.09% 169
2023
Q4 		$270K Buy
2,076
+41
+2% +$5.22K 0.06% 221
2023
Q3 		$288K Buy
2,035
+218
+12% +$28.6K 0.08% 198
2023
Q2 		$213K Buy
1,817
+271
+18% +$31.5K 0.06% 226
2023
Q1 		$216K Buy
+1,546
New +$208K 0.06% 216
2022
Q3 		– Sell
-2,729
Closed -$290K – 230
2022
Q2 		$290K Buy
+2,729
New +$323K 0.09% 175

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Walkner Condon Financial Advisors's VLO Position: Q4 2024 in Review

Walkner Condon Financial Advisors sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 2,603 shares — an estimated $352K sold.

Walkner Condon Financial Advisors first reported a position in VLO in Q2 2022 and held it in 8 quarters. The position peaked at $435K in Q1 2024. 1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Walkner Condon Financial Advisors reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 2,603 Valero Energy shares in Q4 2024, an estimated $352K.
  • Walkner Condon Financial Advisors first reported a position in Valero Energy in Q2 2022 and held it in 8 quarters.
  • Walkner Condon Financial Advisors's Valero Energy position peaked at $435K in Q1 2024.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Walkner Condon Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.