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Core Wealth Advisors (Florida)’s Valero Energy VLO Stock Holding History

Core Wealth Advisors (Florida)’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
-18
Closed -$2.51K – 279
2023
Q1 		$2.51K Buy
+18
New +$2.42K ﹤0.01% 220

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Core Wealth Advisors (Florida)'s VLO Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of Valero Energy (VLO) in Q2 2023, closing a stake of 18 shares — an estimated $2.51K sold.

Core Wealth Advisors (Florida) first reported a position in VLO in Q1 2023 and held it in 1 quarter. The position peaked at $2.51K in Q1 2023. 1,340 funds tracked by Wall St. Rank hold VLO as of Q2 2023.

  • Core Wealth Advisors (Florida) reported no remaining Valero Energy position as of Q2 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 18 Valero Energy shares in Q2 2023, an estimated $2.51K.
  • Core Wealth Advisors (Florida) first reported a position in Valero Energy in Q1 2023 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Valero Energy position peaked at $2.51K in Q1 2023.
  • 1,340 funds tracked by Wall St. Rank held Valero Energy as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.