Bellwether Advisors’s Valero Energy VLO Stock Holding History

Bellwether 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 Q4	–	Sell	-8	Closed	–	–	571
2022 Q3	$0	Buy	+8	New	+$880	﹤0.01%	538

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Bellwether Advisors's VLO Position: Q4 2022 in Review

Bellwether Advisors sold out of Valero Energy (VLO) in Q4 2022, closing a stake of 8 shares.

Bellwether Advisors first reported a position in VLO in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 1,324 funds tracked by Wall St. Rank hold VLO as of Q4 2022.

Bellwether Advisors reported no remaining Valero Energy position as of Q4 2022 after selling out during the quarter.
Bellwether Advisors sold 8 Valero Energy shares in Q4 2022.
Bellwether Advisors first reported a position in Valero Energy in Q3 2022 and held it in 1 quarter.
Bellwether Advisors's Valero Energy position peaked at $0 in Q3 2022.
1,324 funds tracked by Wall St. Rank held Valero Energy as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.