Carson Advisory’s Valero Energy VLO Stock Holding History

Carson Advisory’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 Q1	–	Sell	-3,447	Closed	-$259K	–	145
2021 Q4	$259K	Buy	+3,447	New	+$257K	0.26%	100

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Carson Advisory's VLO Position: Q1 2022 in Review

Carson Advisory sold out of Valero Energy (VLO) in Q1 2022, closing a stake of 3,447 shares — an estimated $259K sold.

Carson Advisory first reported a position in VLO in Q4 2021 and held it in 1 quarter. The position peaked at $259K in Q4 2021. 1,172 funds tracked by Wall St. Rank hold VLO as of Q1 2022.

Carson Advisory reported no remaining Valero Energy position as of Q1 2022 after selling out during the quarter.
Carson Advisory sold 3,447 Valero Energy shares in Q1 2022, an estimated $259K.
Carson Advisory first reported a position in Valero Energy in Q4 2021 and held it in 1 quarter.
Carson Advisory's Valero Energy position peaked at $259K in Q4 2021.
1,172 funds tracked by Wall St. Rank held Valero Energy as of Q1 2022.

Based on Carson Advisory's 13F filing for Q1 2022, filed 3 May 2022.