Antonetti Capital Management’s Valero Energy VLO Stock Holding History

Antonetti Capital 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
2023 Q3	$70.9K	Hold	500	–	–	0.11%	82
2023 Q2	$58.6K	Buy	+500	New	+$58.1K	0.08%	89
2022 Q2	–	Sell	-200	Closed	-$20K	–	358
2022 Q1	$20K	Hold	200	–	–	0.02%	206
2021 Q4	$15K	Hold	200	–	–	0.01%	270
2021 Q3	$14K	Buy	+200	New	+$13.3K	0.01%	284

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Norges Bank Oslo, Norway $935B AUM

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

Antonetti Capital Management's VLO Position: Q3 2023 in Review

Antonetti Capital Management held its Valero Energy (VLO) position steady in Q3 2023 at 500 shares worth $70.9K. The position accounts for 0.11% of the portfolio, ranked #82.

Antonetti Capital Management first reported a position in VLO in Q3 2021 and has held it in 5 quarters since. 1,371 funds tracked by Wall St. Rank hold VLO as of Q3 2023.

Antonetti Capital Management held 500 shares of Valero Energy worth $70.9K as of Q3 2023.
Antonetti Capital Management left its Valero Energy share count unchanged in Q3 2023.
Valero Energy made up 0.11% of Antonetti Capital Management's portfolio in Q3 2023, its #82 holding.
Antonetti Capital Management first reported a position in Valero Energy in Q3 2021 and has held it in 5 quarters since.
1,371 funds tracked by Wall St. Rank held Valero Energy as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.