AIA
VLO icon

Angeles Investment Advisors’s Valero Energy VLO Stock Holding History

Angeles 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
Q2 		– Sell
-1,221
Closed -$208K – 243
2024
Q1 		$208K Buy
+1,221
New +$175K 0.01% 206
2021
Q3 		– Sell
-4,250
Closed -$332K – 246
2021
Q2 		$332K Hold
4,250
– – 0.02% 104
2021
Q1 		$304K Buy
+4,250
New +$289K 0.02% 90

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

Angeles Investment Advisors's VLO Position: Q2 2024 in Review

Angeles Investment Advisors sold out of Valero Energy (VLO) in Q2 2024, closing a stake of 1,221 shares — an estimated $208K sold.

Angeles Investment Advisors first reported a position in VLO in Q1 2021 and held it in 3 quarters. The position peaked at $332K in Q2 2021. 1,469 funds tracked by Wall St. Rank hold VLO as of Q2 2024.

  • Angeles Investment Advisors reported no remaining Valero Energy position as of Q2 2024 after selling out during the quarter.
  • Angeles Investment Advisors sold 1,221 Valero Energy shares in Q2 2024, an estimated $208K.
  • Angeles Investment Advisors first reported a position in Valero Energy in Q1 2021 and held it in 3 quarters.
  • Angeles Investment Advisors's Valero Energy position peaked at $332K in Q2 2021.
  • 1,469 funds tracked by Wall St. Rank held Valero Energy as of Q2 2024.

Based on Angeles Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.