Aquire Wealth Advisors’s Valero Energy VLO Stock Holding History

Aquire Wealth 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
2022 Q1	–	Sell	-28	Closed	-$2K	–	240
2021 Q4	$2K	Buy	+28	New	+$2.08K	﹤0.01%	199

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aquire Wealth Advisors's VLO Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of Valero Energy (VLO) in Q1 2022, closing a stake of 28 shares — an estimated $2K sold.

Aquire Wealth Advisors first reported a position in VLO in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 1,172 funds tracked by Wall St. Rank hold VLO as of Q1 2022.

Aquire Wealth Advisors reported no remaining Valero Energy position as of Q1 2022 after selling out during the quarter.
Aquire Wealth Advisors sold 28 Valero Energy shares in Q1 2022, an estimated $2K.
Aquire Wealth Advisors first reported a position in Valero Energy in Q4 2021 and held it in 1 quarter.
Aquire Wealth Advisors's Valero Energy position peaked at $2K in Q4 2021.
1,172 funds tracked by Wall St. Rank held Valero Energy as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.