Delap Wealth Advisory’s Valero Energy VLO Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-2,701	Closed	-$461K	–	283
2024 Q1	$461K	Buy	+2,701	New	+$387K	0.19%	84

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Delap Wealth Advisory's VLO Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Valero Energy (VLO) in Q2 2024, closing a stake of 2,701 shares — an estimated $461K sold.

Delap Wealth Advisory first reported a position in VLO in Q1 2024 and held it in 1 quarter. The position peaked at $461K in Q1 2024. 1,470 funds tracked by Wall St. Rank hold VLO as of Q2 2024.

Delap Wealth Advisory reported no remaining Valero Energy position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 2,701 Valero Energy shares in Q2 2024, an estimated $461K.
Delap Wealth Advisory first reported a position in Valero Energy in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Valero Energy position peaked at $461K in Q1 2024.
1,470 funds tracked by Wall St. Rank held Valero Energy as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.