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Alera Investment Advisors’s Valero Energy VLO Stock Holding History

Alera Investment Advisors’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 		– Sell
-1,282
Closed -$201K – 313
2024
Q2 		$201K Buy
+1,282
New +$207K 0.02% 261
2019
Q2 		– Sell
-208
Closed -$18K – 978
2019
Q1 		$18K Buy
208
+79
+61% +$6.53K 0.01% 321
2018
Q4 		$10K Buy
+129
New +$11.3K 0.01% 440

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alera Investment Advisors's VLO Position: Q3 2024 in Review

Alera Investment Advisors sold out of Valero Energy (VLO) in Q3 2024, closing a stake of 1,282 shares — an estimated $201K sold.

Alera Investment Advisors first reported a position in VLO in Q4 2018 and held it in 3 quarters. The position peaked at $201K in Q2 2024. 1,446 funds tracked by Wall St. Rank hold VLO as of Q3 2024.

  • Alera Investment Advisors reported no remaining Valero Energy position as of Q3 2024 after selling out during the quarter.
  • Alera Investment Advisors sold 1,282 Valero Energy shares in Q3 2024, an estimated $201K.
  • Alera Investment Advisors first reported a position in Valero Energy in Q4 2018 and held it in 3 quarters.
  • Alera Investment Advisors's Valero Energy position peaked at $201K in Q2 2024.
  • 1,446 funds tracked by Wall St. Rank held Valero Energy as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.