Wambolt & Associates’s Valero Energy VLO Stock Holding History

Wambolt & Associates’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 Q2	$1.19M	Sell	8,623 -738	-8%	-$92K	0.4%	75
2025 Q1	$1.25M	Sell	9,361 -248	-3%	-$32.9K	0.43%	73
2024 Q4	$1.18M	Sell	9,609 -1,382	-13%	-$185K	0.38%	79
2024 Q3	$1.51M	Buy	10,991 +932	+9%	+$135K	0.41%	77
2024 Q2	$1.59M	Buy	10,059 +474	+5%	+$76.5K	0.46%	72
2024 Q1	$1.65M	Buy	9,585 +1,957	+26%	+$280K	0.5%	67
2023 Q4	$992K	Buy	7,628 +947	+14%	+$120K	0.32%	104
2023 Q3	$923K	Buy	6,681 +278	+4%	+$36.4K	0.33%	107
2023 Q2	$751K	Buy	6,403 +918	+17%	+$107K	0.27%	124
2023 Q1	$760K	Buy	5,485 +555	+11%	+$74.6K	0.27%	124
2022 Q4	$625K	Buy	4,930 +1,038	+27%	+$130K	0.24%	132
2022 Q3	$416K	Buy	3,892 +1,045	+37%	+$115K	0.18%	158
2022 Q2	$303K	Buy	+2,847	New	+$337K	0.12%	187

Other funds holding VLO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wambolt & Associates's VLO Position: Q2 2025 in Review

Wambolt & Associates reduced its Valero Energy (VLO) stake by 7.9% in Q2 2025, selling an estimated $92K and leaving 8,623 shares worth $1.19M. The position accounts for 0.4% of the portfolio, ranked #75.

Wambolt & Associates first reported a position in VLO in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.65M in Q1 2024. 1,479 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

Wambolt & Associates held 8,623 shares of Valero Energy worth $1.19M as of Q2 2025.
Wambolt & Associates sold 738 Valero Energy shares in Q2 2025, an estimated $92K.
Valero Energy made up 0.4% of Wambolt & Associates's portfolio in Q2 2025, its #75 holding.
Wambolt & Associates first reported a position in Valero Energy in Q2 2022 and has held it in 13 quarters since.
Wambolt & Associates's Valero Energy position peaked at $1.65M in Q1 2024.
1,479 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.