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Coppell Advisory Solutions Corp’s Valero Energy VLO Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		$753K Buy
+4,414
New +$632K 0.14% 125

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Coppell Advisory Solutions Corp's VLO Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Valero Energy (VLO) in Q1 2024: 4,414 shares worth $753K. The stake represents 0.14% of the portfolio and ranks #125 among its holdings.

1,521 funds tracked by Wall St. Rank hold VLO as of Q1 2024.

  • Coppell Advisory Solutions Corp held 4,414 shares of Valero Energy worth $753K as of Q1 2024.
  • Valero Energy was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Valero Energy made up 0.14% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #125 holding.
  • 1,521 funds tracked by Wall St. Rank held Valero Energy as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.