CGC Financial Services’s Valero Energy VLO Stock Holding History

CGC Financial Services’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 Q1	–	Sell	-800	Closed	-$104K	–	385
2023 Q4	$104K	Buy	+800	New	+$102K	0.05%	75

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CGC Financial Services's VLO Position: Q1 2024 in Review

CGC Financial Services sold out of Valero Energy (VLO) in Q1 2024, closing a stake of 800 shares — an estimated $104K sold.

CGC Financial Services first reported a position in VLO in Q4 2023 and held it in 1 quarter. The position peaked at $104K in Q4 2023. 1,521 funds tracked by Wall St. Rank hold VLO as of Q1 2024.

CGC Financial Services reported no remaining Valero Energy position as of Q1 2024 after selling out during the quarter.
CGC Financial Services sold 800 Valero Energy shares in Q1 2024, an estimated $104K.
CGC Financial Services first reported a position in Valero Energy in Q4 2023 and held it in 1 quarter.
CGC Financial Services's Valero Energy position peaked at $104K in Q4 2023.
1,521 funds tracked by Wall St. Rank held Valero Energy as of Q1 2024.

Based on CGC Financial Services's 13F filing for Q1 2024, filed 23 Apr 2024.