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Buckingham Strategic Wealth’s Valero Energy VLO Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$1.28M Buy
8,181
+430
+6% +$69.4K 0.01% 295
2024
Q1 		$1.32M Buy
7,751
+4,275
+123% +$613K 0.01% 289
2023
Q4 		$452K Sell
3,476
-65
-2% -$8.27K 0.01% 463
2023
Q3 		$502K Buy
3,541
+23
+0.7% +$3.01K 0.01% 417
2023
Q2 		$413K Sell
3,518
-1
-0% -$116 0.01% 467
2023
Q1 		$446K Hold
3,519
– – 0.01% 404
2022
Q4 		$446K Sell
3,519
-1,120
-24% -$141K 0.01% 406
2022
Q3 		$496K Buy
4,639
+211
+5% +$23.2K 0.01% 370
2022
Q2 		$471K Buy
4,428
+286
+7% +$33.9K 0.01% 384
2022
Q1 		$421K Sell
4,142
-175
-4% -$15.2K 0.01% 398
2021
Q4 		$324K Buy
4,317
+1,357
+46% +$101K 0.01% 458
2021
Q3 		$209K Buy
2,960
+152
+5% +$10.1K ﹤0.01% 561
2021
Q2 		$219K Buy
+2,808
New +$217K 0.01% 548
2020
Q1 		– Sell
-4,279
Closed -$401K – 516
2019
Q4 		$401K Buy
4,279
+176
+4% +$16.6K 0.04% 288
2019
Q3 		$350K Buy
4,103
+51
+1% +$4.12K 0.04% 293
2019
Q2 		$347K Buy
+4,052
New +$335K 0.04% 303
2018
Q4 		– Sell
-2,434
Closed -$277K – 387
2018
Q3 		$277K Sell
2,434
-1,638
-40% -$186K 0.04% 283
2018
Q2 		$451K Buy
4,072
+483
+13% +$54.2K 0.07% 195
2018
Q1 		$333K Buy
3,589
+1,096
+44% +$102K 0.06% 224
2017
Q4 		$229K Buy
+2,493
New +$206K 0.05% 280

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buckingham Strategic Wealth's VLO Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Valero Energy (VLO) stake by 5.5% in Q2 2024, buying an estimated $69.4K and bringing the position to 8,181 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #295.

Buckingham Strategic Wealth first reported a position in VLO in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.32M in Q1 2024. 1,469 funds tracked by Wall St. Rank hold VLO as of Q2 2024.

  • Buckingham Strategic Wealth held 8,181 shares of Valero Energy worth $1.28M as of Q2 2024.
  • Buckingham Strategic Wealth bought 430 Valero Energy shares in Q2 2024, an estimated $69.4K.
  • Valero Energy made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #295 holding.
  • Buckingham Strategic Wealth first reported a position in Valero Energy in Q4 2017 and has held it in 20 quarters since.
  • Buckingham Strategic Wealth's Valero Energy position peaked at $1.32M in Q1 2024.
  • 1,469 funds tracked by Wall St. Rank held Valero Energy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.