VLO VALERO ENERGY CORP NEW COM

Ownership history in O'Brien Greene & Co. Inc  ·  20 quarters on record

AI Ownership Summary

O'Brien Greene & Co. Inc reported VALERO ENERGY CORP NEW COM (VLO) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.93% in 2024 Q1. The latest visible filing shows VLO at 2.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was O'Brien Greene & Co. Inc's position in VALERO ENERGY CORP NEW COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VLO was reported at 2.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.93% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How O'Brien Greene & Co. Inc held VLO — position size vs. price
% of Fund (quarterly)    VLO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 49,390 +566 +1.2% 2.39% $8.0M 2026-02-14 (Est.) $200.17
2025 Q3 REDUCED 48,824 -1,126 -2.3% 2.56% $8.3M 2025-11-10 $176.97
2025 Q2 REDUCED 49,950 -1,945 -3.7% 2.20% $6.7M 2025-08-06 $131.82
2025 Q1 REDUCED 51,895 -209 -0.4% 2.30% $6.9M 2025-05-12 $126.76
2024 Q4 ADDED 52,104 +1,437 +2.8% 2.07% $6.4M 2025-02-03 $132.29
2024 Q3 REDUCED 50,667 -2,933 -5.5% 2.13% $6.8M 2024-11-15 $134.04
2024 Q2 ADDED 53,600 +1,356 +2.6% 2.66% $8.4M 2024-08-12 $144.87
2024 Q1 ADDED 52,244 +465 +0.9% 2.93% $8.9M 2024-05-02 $148.44
2023 Q4 ADDED 51,779 +662 +1.3% 2.37% $6.7M 2024-02-02 $130.06
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About O'Brien Greene & Co. Inc and VLO

These are the practical questions this page is built to answer before you even open the full history table.

How long has O'Brien Greene & Co. Inc reported owning VLO?

O'Brien Greene & Co. Inc reported VLO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VLO position in O'Brien Greene & Co. Inc's portfolio?

The largest reported portfolio weight for VLO was 2.93% in 2024 Q1.

What is the latest reported VLO position on this page?

The most recent filing on this page is 2025 Q4, when O'Brien Greene & Co. Inc reported 49,390 shares, equal to 2.39% of portfolio, with an estimated market value of $8.0M.

What does the chart on this VLO ownership page compare?

The chart compares O'Brien Greene & Co. Inc's quarterly VLO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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