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Clear Perspectives Financial Planning’s Valero Energy VLO Stock Holding History

Clear Perspectives Financial Planning’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
2021
Q3 		– Sell
-280
Closed -$22K – 227
2021
Q2 		$22K Buy
+280
New +$21.7K 0.01% 134

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Clear Perspectives Financial Planning's VLO Position: Q3 2021 in Review

Clear Perspectives Financial Planning sold out of Valero Energy (VLO) in Q3 2021, closing a stake of 280 shares — an estimated $22K sold.

Clear Perspectives Financial Planning first reported a position in VLO in Q2 2021 and held it in 1 quarter. The position peaked at $22K in Q2 2021. 994 funds tracked by Wall St. Rank hold VLO as of Q3 2021.

  • Clear Perspectives Financial Planning reported no remaining Valero Energy position as of Q3 2021 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 280 Valero Energy shares in Q3 2021, an estimated $22K.
  • Clear Perspectives Financial Planning first reported a position in Valero Energy in Q2 2021 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Valero Energy position peaked at $22K in Q2 2021.
  • 994 funds tracked by Wall St. Rank held Valero Energy as of Q3 2021.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2021, filed 5 Nov 2021.