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Catalyst Wealth Management’s Valero Energy VLO Stock Holding History

Catalyst 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
2023
Q1 		– Sell
-1,872
Closed -$237K – 132
2022
Q4 		$237K Buy
+1,872
New +$235K 0.22% 112

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Catalyst Wealth Management's VLO Position: Q1 2023 in Review

Catalyst Wealth Management sold out of Valero Energy (VLO) in Q1 2023, closing a stake of 1,872 shares — an estimated $237K sold.

Catalyst Wealth Management first reported a position in VLO in Q4 2022 and held it in 1 quarter. The position peaked at $237K in Q4 2022. 1,395 funds tracked by Wall St. Rank hold VLO as of Q1 2023.

  • Catalyst Wealth Management reported no remaining Valero Energy position as of Q1 2023 after selling out during the quarter.
  • Catalyst Wealth Management sold 1,872 Valero Energy shares in Q1 2023, an estimated $237K.
  • Catalyst Wealth Management first reported a position in Valero Energy in Q4 2022 and held it in 1 quarter.
  • Catalyst Wealth Management's Valero Energy position peaked at $237K in Q4 2022.
  • 1,395 funds tracked by Wall St. Rank held Valero Energy as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.