Ownership history in Advisory Resource Group · 14 quarters on record
This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in VALERO ENERGY CORP (VLO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 41,048 | -1,898 | -4.4% | 1.18% | $6.7M | $161.80 |
| 2025 Q3 | REDUCED | 42,946 | -6,764 | -13.6% | 1.31% | $7.3M | $168.16 |
| 2025 Q2 | ADDED | 49,710 | +1,369 | +2.8% | 1.28% | $6.7M | $131.69 |
| 2025 Q1 | ADDED | 48,341 | +39,364 | +438.5% | 1.30% | $6.4M | $128.30 |
| 2024 Q4 | ADDED | 8,977 | +44 | +0.5% | 0.23% | $1.1M | $118.12 |
| 2024 Q3 | UNCHANGED | 8,933 | — | 0% | 0.26% | $1.2M | $129.13 |
| 2024 Q2 | ADDED | 8,933 | +18 | +0.2% | 0.32% | $1.4M | $148.92 |
| 2024 Q1 | UNCHANGED | 8,915 | — | 0% | 0.35% | $1.5M | $161.04 |
| 2023 Q4 | UNCHANGED | 8,915 | — | 0% | 0.29% | $1.2M | $121.72 |
| 2023 Q3 | UNCHANGED | 8,915 | — | 0% | 0.34% | $1.3M | $131.62 |
As of 2025 Q4 — sorted by position size