Connectus Wealth’s Valero Energy VLO Stock Holding History

Connectus Wealth’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 Q2	–	Sell	-21,337	Closed	-$2.99M	–	481
2023 Q1	$2.99M	Buy	21,337 +294	+1%	+$39.5K	0.07%	188
2022 Q4	$2.68M	Buy	+21,043	New	+$2.64M	0.06%	187

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

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

Norges Bank Oslo, Norway $935B AUM

Connectus Wealth's VLO Position: Q2 2023 in Review

Connectus Wealth sold out of Valero Energy (VLO) in Q2 2023, closing a stake of 21,337 shares — an estimated $2.99M sold.

Connectus Wealth first reported a position in VLO in Q4 2022 and held it in 2 quarters. The position peaked at $2.99M in Q1 2023. 1,340 funds tracked by Wall St. Rank hold VLO as of Q2 2023.

Connectus Wealth reported no remaining Valero Energy position as of Q2 2023 after selling out during the quarter.
Connectus Wealth sold 21,337 Valero Energy shares in Q2 2023, an estimated $2.99M.
Connectus Wealth first reported a position in Valero Energy in Q4 2022 and held it in 2 quarters.
Connectus Wealth's Valero Energy position peaked at $2.99M in Q1 2023.
1,340 funds tracked by Wall St. Rank held Valero Energy as of Q2 2023.

Based on Connectus Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.