DB Wealth Management Group’s Valero Energy VLO Stock Holding History

DB Wealth Management Group’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 Q4	$34.8K	Hold	268	–	–	0.02%	189
2023 Q3	$38K	Hold	268	–	–	0.02%	179
2023 Q2	$31.4K	Hold	268	–	–	0.02%	184
2023 Q1	$37.4K	Hold	268	–	–	0.02%	169
2022 Q4	$34K	Hold	268	–	–	0.02%	173
2022 Q3	$29K	Hold	268	–	–	0.02%	195
2022 Q2	$28K	Hold	268	–	–	0.02%	200
2022 Q1	$27K	Buy	+268	New	+$23.2K	0.02%	224
2021 Q1	–	Sell	-302	Closed	-$17K	–	392
2020 Q4	$17K	Buy	+302	New	+$14.8K	0.01%	239

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Norges Bank Oslo, Norway $935B AUM

DB Wealth Management Group's VLO Position: Q4 2023 in Review

DB Wealth Management Group held its Valero Energy (VLO) position steady in Q4 2023 at 268 shares worth $34.8K. The position accounts for 0.02% of the portfolio, ranked #189.

DB Wealth Management Group first reported a position in VLO in Q4 2020 and has held it in 9 quarters since. The position peaked at $38K in Q3 2023. 1,446 funds tracked by Wall St. Rank hold VLO as of Q4 2023.

DB Wealth Management Group held 268 shares of Valero Energy worth $34.8K as of Q4 2023.
DB Wealth Management Group left its Valero Energy share count unchanged in Q4 2023.
Valero Energy made up 0.02% of DB Wealth Management Group's portfolio in Q4 2023, its #189 holding.
DB Wealth Management Group first reported a position in Valero Energy in Q4 2020 and has held it in 9 quarters since.
DB Wealth Management Group's Valero Energy position peaked at $38K in Q3 2023.
1,446 funds tracked by Wall St. Rank held Valero Energy as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.