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Doyle Wealth Management’s Valero Energy VLO Stock Holding History

Doyle Wealth Management’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
2022
Q3 		$1.89M Buy
17,684
+184
+1% +$20.2K 0.16% 83
2022
Q2 		$1.86M Sell
17,500
-840
-5% -$99.4K 0.15% 85
2022
Q1 		$1.86M Buy
18,340
+197
+1% +$17.1K 0.13% 88
2021
Q4 		$1.36M Buy
18,143
+611
+3% +$45.5K 0.1% 98
2021
Q3 		$1.24M Buy
17,532
+81
+0.5% +$5.39K 0.1% 96
2021
Q2 		$1.36M Buy
17,451
+2,185
+14% +$169K 0.11% 95
2021
Q1 		$1.09M Sell
15,266
-252
-2% -$17.1K 0.1% 101
2020
Q4 		$878K Sell
15,518
-3,565
-19% -$175K 0.09% 108
2020
Q3 		$827K Sell
19,083
-2,463
-11% -$129K 0.1% 101
2020
Q2 		$1.27M Sell
21,546
-4,120
-16% -$246K 0.17% 71
2020
Q1 		$1.16M Sell
25,666
-2,241
-8% -$163K 0.19% 61
2019
Q4 		$2.61M Buy
27,907
+1,549
+6% +$146K 0.33% 54
2019
Q3 		$2.25M Sell
26,358
-944
-3% -$76.3K 0.31% 53
2019
Q2 		$2.34M Buy
27,302
+680
+3% +$56.1K 0.32% 53
2019
Q1 		$2.23M Buy
26,622
+4,023
+18% +$332K 0.32% 52
2018
Q4 		$1.69M Buy
+22,599
New +$1.99M 0.29% 50

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Doyle Wealth Management's VLO Position: Q3 2022 in Review

Doyle Wealth Management increased its Valero Energy (VLO) stake by 1.1% in Q3 2022, buying an estimated $20.2K and bringing the position to 17,684 shares worth $1.89M. The position accounts for 0.16% of the portfolio, ranked #83.

Doyle Wealth Management first reported a position in VLO in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.61M in Q4 2019. 1,239 funds tracked by Wall St. Rank hold VLO as of Q3 2022.

  • Doyle Wealth Management held 17,684 shares of Valero Energy worth $1.89M as of Q3 2022.
  • Doyle Wealth Management bought 184 Valero Energy shares in Q3 2022, an estimated $20.2K.
  • Valero Energy made up 0.16% of Doyle Wealth Management's portfolio in Q3 2022, its #83 holding.
  • Doyle Wealth Management first reported a position in Valero Energy in Q4 2018 and has held it in 16 quarters since.
  • Doyle Wealth Management's Valero Energy position peaked at $2.61M in Q4 2019.
  • 1,239 funds tracked by Wall St. Rank held Valero Energy as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.