Capital Research Global Investors
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Capital Research Global Investors’s Valero Energy VLO Stock Holding History

Capital Research Global Investors’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
Q2 		– Sell
-639,475
Closed -$64.9M – 453
2022
Q1 		$64.9M Hold
639,475
– – 0.02% 340
2021
Q4 		$48M Hold
639,475
– – 0.01% 375
2021
Q3 		$45.1M Hold
639,475
– – 0.01% 372
2021
Q2 		$49.9M Buy
+639,475
New +$49.5M 0.01% 369
2017
Q4 		– Sell
-3,800,000
Closed -$292M – 449
2017
Q3 		$292M Hold
3,800,000
– – 0.09% 182
2017
Q2 		$256M Hold
3,800,000
– – 0.08% 201
2017
Q1 		$252M Buy
3,800,000
+3,000,000
+375% +$201M 0.08% 203
2016
Q4 		$54.7M Buy
+800,000
New +$49.2M 0.02% 329

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Research Global Investors's VLO Position: Q2 2022 in Review

Capital Research Global Investors sold out of Valero Energy (VLO) in Q2 2022, closing a stake of 639,475 shares — an estimated $64.9M sold.

Capital Research Global Investors first reported a position in VLO in Q4 2016 and held it in 8 quarters. The position peaked at $292M in Q3 2017. 1,214 funds tracked by Wall St. Rank hold VLO as of Q2 2022.

  • Capital Research Global Investors reported no remaining Valero Energy position as of Q2 2022 after selling out during the quarter.
  • Capital Research Global Investors sold 639,475 Valero Energy shares in Q2 2022, an estimated $64.9M.
  • Capital Research Global Investors first reported a position in Valero Energy in Q4 2016 and held it in 8 quarters.
  • Capital Research Global Investors's Valero Energy position peaked at $292M in Q3 2017.
  • 1,214 funds tracked by Wall St. Rank held Valero Energy as of Q2 2022.

Based on Capital Research Global Investors's 13F filing for Q2 2022, filed 15 Aug 2022.