AIM
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Aspen Investment Management’s Valero Energy VLO Stock Holding History

Aspen Investment 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
2022
Q3 		– Sell
-2,929
Closed -$311K – 142
2022
Q2 		$311K Buy
2,929
+859
+41% +$102K 0.19% 118
2022
Q1 		$210K Buy
+2,070
New +$180K 0.11% 142

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aspen Investment Management's VLO Position: Q3 2022 in Review

Aspen Investment Management sold out of Valero Energy (VLO) in Q3 2022, closing a stake of 2,929 shares — an estimated $311K sold.

Aspen Investment Management first reported a position in VLO in Q1 2022 and held it in 2 quarters. The position peaked at $311K in Q2 2022. 1,239 funds tracked by Wall St. Rank hold VLO as of Q3 2022.

  • Aspen Investment Management reported no remaining Valero Energy position as of Q3 2022 after selling out during the quarter.
  • Aspen Investment Management sold 2,929 Valero Energy shares in Q3 2022, an estimated $311K.
  • Aspen Investment Management first reported a position in Valero Energy in Q1 2022 and held it in 2 quarters.
  • Aspen Investment Management's Valero Energy position peaked at $311K in Q2 2022.
  • 1,239 funds tracked by Wall St. Rank held Valero Energy as of Q3 2022.

Based on Aspen Investment Management's 13F filing for Q3 2022, filed 9 Nov 2022.