Clearview Wealth Advisors’s Valero Energy VLO Stock Holding History

Clearview 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
2023 Q3	–	Sell	-665	Closed	-$78K	–	625
2023 Q2	$78K	Buy	665 +6	+0.9%	+$697	0.08%	163
2023 Q1	$92K	Buy	659 +6	+0.9%	+$806	0.09%	153
2022 Q4	$82.9K	Buy	653 +5	+0.8%	+$628	0.06%	132
2022 Q3	$69K	Buy	648 +6	+0.9%	+$660	0.05%	143
2022 Q2	$68K	Sell	642 -469	-42%	-$55.5K	0.05%	156
2022 Q1	$113K	Buy	1,111 +7	+0.6%	+$607	0.07%	130
2021 Q4	$83K	Buy	1,104 +9	+0.8%	+$670	0.05%	176
2021 Q3	$77K	Buy	1,095 +9	+0.8%	+$599	0.05%	190
2021 Q2	$85K	Buy	1,086 +7	+0.6%	+$542	0.05%	182
2021 Q1	$77K	Buy	1,079 +481	+80%	+$32.7K	0.05%	189
2020 Q4	$34K	Buy	+598	New	+$29.3K	0.02%	238

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Clearview Wealth Advisors's VLO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Valero Energy (VLO) in Q3 2023, closing a stake of 665 shares — an estimated $78K sold.

Clearview Wealth Advisors first reported a position in VLO in Q4 2020 and held it in 11 quarters. The position peaked at $113K in Q1 2022. 1,371 funds tracked by Wall St. Rank hold VLO as of Q3 2023.

Clearview Wealth Advisors reported no remaining Valero Energy position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 665 Valero Energy shares in Q3 2023, an estimated $78K.
Clearview Wealth Advisors first reported a position in Valero Energy in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Valero Energy position peaked at $113K in Q1 2022.
1,371 funds tracked by Wall St. Rank held Valero Energy as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.