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WR Wealth Planners’s Valero Energy VLO Stock Holding History

WR Wealth Planners’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 		$19K Sell
155
-148
-49% -$19.8K 0.01% 472
2024
Q3 		$40.9K Buy
303
+143
+89% +$20.8K 0.01% 362
2024
Q2 		$25.1K Buy
160
+48
+43% +$7.75K 0.01% 414
2024
Q1 		$19.1K Buy
+112
New +$16K 0.01% 460
2023
Q4 		– Sell
-52
Closed -$7.41K – 839
2023
Q3 		$7.41K Hold
52
– – ﹤0.01% 622
2023
Q2 		$6.13K Buy
52
+20
+63% +$2.32K ﹤0.01% 648
2023
Q1 		$4.47K Buy
+32
New +$4.3K ﹤0.01% 693

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 $1.88B AUM 29.07% 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

WR Wealth Planners's VLO Position: Q4 2024 in Review

WR Wealth Planners reduced its Valero Energy (VLO) stake by 49% in Q4 2024, selling an estimated $19.8K and leaving 155 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #472.

WR Wealth Planners first reported a position in VLO in Q1 2023 and has held it in 7 quarters since. The position peaked at $40.9K in Q3 2024. 1,475 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • WR Wealth Planners held 155 shares of Valero Energy worth $19K as of Q4 2024.
  • WR Wealth Planners sold 148 Valero Energy shares in Q4 2024, an estimated $19.8K.
  • Valero Energy made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #472 holding.
  • WR Wealth Planners first reported a position in Valero Energy in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Valero Energy position peaked at $40.9K in Q3 2024.
  • 1,475 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.