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Watts Gwilliam & Co’s Valero Energy VLO Stock Holding History

Watts Gwilliam & Co’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 		$245K Hold
1,441
– – 0.04% 194
2025
Q2 		$236K Sell
1,441
-9,960
-87% -$1.24M 0.04% 195
2025
Q1 		$1.51M Hold
11,401
– – 0.33% 65
2024
Q4 		$1.41M Buy
+11,401
New +$1.53M 0.3% 70
2024
Q1 		$221K Buy
+1,415
New +$203K 0.07% 161

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Watts Gwilliam & Co's VLO Position: Q3 2025 in Review

Watts Gwilliam & Co held its Valero Energy (VLO) position steady in Q3 2025 at 1,441 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #194.

Watts Gwilliam & Co first reported a position in VLO in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.51M in Q1 2025. 1,554 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Watts Gwilliam & Co held 1,441 shares of Valero Energy worth $245K as of Q3 2025.
  • Watts Gwilliam & Co left its Valero Energy share count unchanged in Q3 2025.
  • Valero Energy made up 0.04% of Watts Gwilliam & Co's portfolio in Q3 2025, its #194 holding.
  • Watts Gwilliam & Co first reported a position in Valero Energy in Q1 2024 and has held it in 5 quarters since.
  • Watts Gwilliam & Co's Valero Energy position peaked at $1.51M in Q1 2025.
  • 1,554 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.