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Cassady Schiller Wealth Management’s Valero Energy VLO Stock Holding History

Cassady Schiller 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
2024
Q4 		$123 Buy
+1
New +$134 ﹤0.01% 1093

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cassady Schiller Wealth Management's VLO Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Valero Energy (VLO) in Q4 2024: 1 share worth $123. The stake represents ﹤0.01% of the portfolio and ranks #1093 among its holdings.

1,474 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Cassady Schiller Wealth Management held 1 share of Valero Energy worth $123 as of Q4 2024.
  • Valero Energy was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Valero Energy made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1093 holding.
  • 1,474 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.