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Campbell Wealth Management’s Valero Energy VLO Stock Holding History

Campbell 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
2021
Q4 		– Sell
-3,423
Closed -$242K – 83
2021
Q3 		$242K Buy
+3,423
New +$228K 0.03% 64

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Campbell Wealth Management's VLO Position: Q4 2021 in Review

Campbell Wealth Management sold out of Valero Energy (VLO) in Q4 2021, closing a stake of 3,423 shares — an estimated $242K sold.

Campbell Wealth Management first reported a position in VLO in Q3 2021 and held it in 1 quarter. The position peaked at $242K in Q3 2021. 1,063 funds tracked by Wall St. Rank hold VLO as of Q4 2021.

  • Campbell Wealth Management reported no remaining Valero Energy position as of Q4 2021 after selling out during the quarter.
  • Campbell Wealth Management sold 3,423 Valero Energy shares in Q4 2021, an estimated $242K.
  • Campbell Wealth Management first reported a position in Valero Energy in Q3 2021 and held it in 1 quarter.
  • Campbell Wealth Management's Valero Energy position peaked at $242K in Q3 2021.
  • 1,063 funds tracked by Wall St. Rank held Valero Energy as of Q4 2021.

Based on Campbell Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.