9258 Wealth Management’s Valero Energy VLO Stock Holding History

9258 Wealth Management’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 Q3	$229K	Sell	1,694 -8	-0.5%	-$1.16K	0.03%	317
2024 Q2	$267K	Sell	1,702 -4	-0.2%	-$645	0.04%	279
2024 Q1	$291K	Buy	1,706 +2	+0.1%	+$287	0.05%	273
2023 Q4	$222K	Buy	1,704 +114	+7%	+$14.5K	0.04%	293
2023 Q3	$225K	Buy	+1,590	New	+$208K	0.04%	285
2023 Q2	–	Sell	-1,615	Closed	-$225K	–	331
2023 Q1	$225K	Hold	1,615	–	–	0.05%	291
2022 Q4	$205K	Buy	+1,615	New	+$203K	0.04%	307

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

9258 Wealth Management's VLO Position: Q3 2024 in Review

9258 Wealth Management reduced its Valero Energy (VLO) stake by 0.47% in Q3 2024, selling an estimated $1.16K and leaving 1,694 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #317.

9258 Wealth Management first reported a position in VLO in Q4 2022 and has held it in 7 quarters since. The position peaked at $291K in Q1 2024. 1,445 funds tracked by Wall St. Rank hold VLO as of Q3 2024.

9258 Wealth Management held 1,694 shares of Valero Energy worth $229K as of Q3 2024.
9258 Wealth Management sold 8 Valero Energy shares in Q3 2024, an estimated $1.16K.
Valero Energy made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #317 holding.
9258 Wealth Management first reported a position in Valero Energy in Q4 2022 and has held it in 7 quarters since.
9258 Wealth Management's Valero Energy position peaked at $291K in Q1 2024.
1,445 funds tracked by Wall St. Rank held Valero Energy as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.