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Abundance Wealth Counselors’s Valero Energy VLO Stock Holding History

Abundance Wealth Counselors’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
2021
Q2 		– Sell
-50
Closed -$4K – 329
2021
Q1 		$4K Buy
+50
New +$3.4K ﹤0.01% 304

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abundance Wealth Counselors's VLO Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of Valero Energy (VLO) in Q2 2021, closing a stake of 50 shares — an estimated $4K sold.

Abundance Wealth Counselors first reported a position in VLO in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 1,043 funds tracked by Wall St. Rank hold VLO as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining Valero Energy position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 50 Valero Energy shares in Q2 2021, an estimated $4K.
  • Abundance Wealth Counselors first reported a position in Valero Energy in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's Valero Energy position peaked at $4K in Q1 2021.
  • 1,043 funds tracked by Wall St. Rank held Valero Energy as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.