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Clarus Wealth Advisors’s Valero Energy VLO Stock Holding History

Clarus Wealth 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
2024
Q3 		– Sell
-1,599
Closed -$232K – 140
2024
Q2 		$232K Buy
+1,599
New +$258K 0.12% 114
2023
Q2 		– Sell
-2,021
Closed -$268K – 140
2023
Q1 		$268K Sell
2,021
-256
-11% -$34.4K 0.17% 103
2022
Q4 		$301K Buy
+2,277
New +$286K 0.2% 101
2020
Q1 		– Sell
-2,382
Closed -$227K – 151
2019
Q4 		$227K Buy
+2,382
New +$225K 0.15% 122
2019
Q3 		– Sell
-219
Closed -$19K – 532
2019
Q2 		$19K Hold
219
– – 0.01% 369
2019
Q1 		$19K Hold
219
– – 0.01% 427
2018
Q4 		$16K Sell
219
-224
-51% -$19.7K 0.03% 438
2018
Q3 		$50K Buy
443
+297
+203% +$33.7K 0.03% 299
2018
Q2 		$14K Buy
+146
New +$16.4K 0.01% 482

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Clarus Wealth Advisors's VLO Position: Q3 2024 in Review

Clarus Wealth Advisors sold out of Valero Energy (VLO) in Q3 2024, closing a stake of 1,599 shares — an estimated $232K sold.

Clarus Wealth Advisors first reported a position in VLO in Q2 2018 and held it in 9 quarters. The position peaked at $301K in Q4 2022. 1,446 funds tracked by Wall St. Rank hold VLO as of Q3 2024.

  • Clarus Wealth Advisors reported no remaining Valero Energy position as of Q3 2024 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,599 Valero Energy shares in Q3 2024, an estimated $232K.
  • Clarus Wealth Advisors first reported a position in Valero Energy in Q2 2018 and held it in 9 quarters.
  • Clarus Wealth Advisors's Valero Energy position peaked at $301K in Q4 2022.
  • 1,446 funds tracked by Wall St. Rank held Valero Energy as of Q3 2024.

Based on Clarus Wealth Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.