BWA
VLO icon

BDO Wealth Advisors’s Valero Energy VLO Stock Holding History

BDO 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
2023
Q2 		$1.46M Buy
12,463
+436
+4% +$50.7K 0.17% 109
2023
Q1 		$1.68M Buy
12,027
+472
+4% +$63.4K 0.21% 98
2022
Q4 		$1.47M Buy
11,555
+215
+2% +$27K 0.18% 107
2022
Q3 		$1.21M Sell
11,340
-232
-2% -$25.5K 0.16% 113
2022
Q2 		$1.23M Sell
11,572
-412
-3% -$48.8K 0.15% 115
2022
Q1 		$1.22M Buy
11,984
+256
+2% +$22.2K 0.13% 119
2021
Q4 		$881K Buy
11,728
+297
+3% +$22.1K 0.09% 145
2021
Q3 		$807K Buy
11,431
+213
+2% +$14.2K 0.09% 148
2021
Q2 		$876K Sell
11,218
-235
-2% -$18.2K 0.1% 142
2021
Q1 		$820K Sell
11,453
-1,490
-12% -$101K 0.1% 145
2020
Q4 		$732K Sell
12,943
-1,349
-9% -$66.2K 0.1% 126
2020
Q3 		$619K Sell
14,292
-1,836
-11% -$96.2K 0.1% 122
2020
Q2 		$949K Buy
16,128
+448
+3% +$26.8K 0.17% 93
2020
Q1 		$711K Buy
15,680
+2,145
+16% +$156K 0.14% 107
2019
Q4 		$1.27M Sell
13,535
-902
-6% -$85.2K 0.33% 63
2019
Q3 		$1.23M Buy
14,437
+609
+4% +$49.2K 0.32% 62
2019
Q2 		$1.18M Sell
13,828
-535
-4% -$44.2K 0.32% 64
2019
Q1 		$1.22M Buy
14,363
+1,053
+8% +$87K 0.35% 59
2018
Q4 		$998K Sell
13,310
-706
-5% -$62K 0.34% 64
2018
Q3 		$1.59M Buy
14,016
+126
+0.9% +$14.3K 0.52% 40
2018
Q2 		$1.54M Buy
13,890
+763
+6% +$85.6K 0.52% 36
2018
Q1 		$1.22M Buy
13,127
+220
+2% +$20.5K 0.46% 41
2017
Q4 		$1.19M Sell
12,907
-841
-6% -$69.4K 0.53% 33
2017
Q3 		$1.06M Sell
13,748
-375
-3% -$25.8K 0.52% 36
2017
Q2 		$953K Buy
+14,123
New +$916K 0.42% 45

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BDO Wealth Advisors's VLO Position: Q2 2023 in Review

BDO Wealth Advisors increased its Valero Energy (VLO) stake by 3.6% in Q2 2023, buying an estimated $50.7K and bringing the position to 12,463 shares worth $1.46M. The position accounts for 0.17% of the portfolio, ranked #109.

BDO Wealth Advisors first reported a position in VLO in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.68M in Q1 2023. 1,340 funds tracked by Wall St. Rank hold VLO as of Q2 2023.

  • BDO Wealth Advisors held 12,463 shares of Valero Energy worth $1.46M as of Q2 2023.
  • BDO Wealth Advisors bought 436 Valero Energy shares in Q2 2023, an estimated $50.7K.
  • Valero Energy made up 0.17% of BDO Wealth Advisors's portfolio in Q2 2023, its #109 holding.
  • BDO Wealth Advisors first reported a position in Valero Energy in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Valero Energy position peaked at $1.68M in Q1 2023.
  • 1,340 funds tracked by Wall St. Rank held Valero Energy as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.