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Cascade Investment Advisors’s Valero Energy VLO Stock Holding History

Cascade Investment Advisors’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
2023
Q2 		– Sell
-150
Closed -$20.9K – 228
2023
Q1 		$20.9K Buy
+150
New +$20.2K 0.02% 183
2022
Q3 		– Sell
-150
Closed -$15.9K – 222
2022
Q2 		$15.9K Hold
150
– – 0.01% 198
2022
Q1 		$15.2K Sell
150
-50
-25% -$4.34K 0.01% 226
2021
Q4 		$15K Hold
200
– – 0.01% 227
2021
Q3 		$14.1K Hold
200
– – 0.01% 219
2021
Q2 		$15.6K Hold
200
– – 0.01% 216
2021
Q1 		$14.3K Hold
200
– – 0.01% 219
2020
Q4 		$11.3K Hold
200
– – 0.01% 229
2020
Q3 		$8.66K Hold
200
– – 0.01% 231
2020
Q2 		$11.8K Buy
+200
New +$11.9K 0.01% 206

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cascade Investment Advisors's VLO Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Valero Energy (VLO) in Q2 2023, closing a stake of 150 shares — an estimated $20.9K sold.

Cascade Investment Advisors first reported a position in VLO in Q2 2020 and held it in 10 quarters. The position peaked at $20.9K in Q1 2023. 1,340 funds tracked by Wall St. Rank hold VLO as of Q2 2023.

  • Cascade Investment Advisors reported no remaining Valero Energy position as of Q2 2023 after selling out during the quarter.
  • Cascade Investment Advisors sold 150 Valero Energy shares in Q2 2023, an estimated $20.9K.
  • Cascade Investment Advisors first reported a position in Valero Energy in Q2 2020 and held it in 10 quarters.
  • Cascade Investment Advisors's Valero Energy position peaked at $20.9K in Q1 2023.
  • 1,340 funds tracked by Wall St. Rank held Valero Energy as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.