BKM Wealth Management’s Valero Energy VLO Stock Holding History

BKM Wealth 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
2024 Q1	–	Sell	-200	Closed	-$26K	–	544
2023 Q4	$26K	Buy	+200	New	+$25.4K	0.01%	342

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

BKM Wealth Management's VLO Position: Q1 2024 in Review

BKM Wealth Management sold out of Valero Energy (VLO) in Q1 2024, closing a stake of 200 shares — an estimated $26K sold.

BKM Wealth Management first reported a position in VLO in Q4 2023 and held it in 1 quarter. The position peaked at $26K in Q4 2023. 1,521 funds tracked by Wall St. Rank hold VLO as of Q1 2024.

BKM Wealth Management reported no remaining Valero Energy position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 200 Valero Energy shares in Q1 2024, an estimated $26K.
BKM Wealth Management first reported a position in Valero Energy in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Valero Energy position peaked at $26K in Q4 2023.
1,521 funds tracked by Wall St. Rank held Valero Energy as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.