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Advisor Resource Council’s Valero Energy VLO Stock Holding History

Advisor Resource Council’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
Q1 		– Sell
-1,658
Closed -$215K – 521
2023
Q4 		$215K Buy
+1,658
New +$211K 0.03% 436
2022
Q3 		– Sell
-1,960
Closed -$209K – 491
2022
Q2 		$209K Buy
+1,960
New +$232K 0.02% 469

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advisor Resource Council's VLO Position: Q1 2024 in Review

Advisor Resource Council sold out of Valero Energy (VLO) in Q1 2024, closing a stake of 1,658 shares — an estimated $215K sold.

Advisor Resource Council first reported a position in VLO in Q2 2022 and held it in 2 quarters. The position peaked at $215K in Q4 2023. 1,521 funds tracked by Wall St. Rank hold VLO as of Q1 2024.

  • Advisor Resource Council reported no remaining Valero Energy position as of Q1 2024 after selling out during the quarter.
  • Advisor Resource Council sold 1,658 Valero Energy shares in Q1 2024, an estimated $215K.
  • Advisor Resource Council first reported a position in Valero Energy in Q2 2022 and held it in 2 quarters.
  • Advisor Resource Council's Valero Energy position peaked at $215K in Q4 2023.
  • 1,521 funds tracked by Wall St. Rank held Valero Energy as of Q1 2024.

Based on Advisor Resource Council's 13F filing for Q1 2024, filed 19 Apr 2024.