Clean Yield Group’s Valero Energy VLO Stock Holding History

Clean Yield Group’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
2022 Q2	–	Sell	-17	Closed	-$2K	–	478
2022 Q1	$2K	Buy	+17	New	+$1.48K	﹤0.01%	451
2019 Q2	–	Sell	-35	Closed	-$3K	–	361
2019 Q1	$3K	Buy	+35	New	+$2.89K	﹤0.01%	296

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Clean Yield Group's VLO Position: Q2 2022 in Review

Clean Yield Group sold out of Valero Energy (VLO) in Q2 2022, closing a stake of 17 shares — an estimated $2K sold.

Clean Yield Group first reported a position in VLO in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 1,213 funds tracked by Wall St. Rank hold VLO as of Q2 2022.

Clean Yield Group reported no remaining Valero Energy position as of Q2 2022 after selling out during the quarter.
Clean Yield Group sold 17 Valero Energy shares in Q2 2022, an estimated $2K.
Clean Yield Group first reported a position in Valero Energy in Q1 2019 and held it in 2 quarters.
Clean Yield Group's Valero Energy position peaked at $3K in Q1 2019.
1,213 funds tracked by Wall St. Rank held Valero Energy as of Q2 2022.

Based on Clean Yield Group's 13F filing for Q2 2022, filed 18 Jul 2022.