Echo Street Capital Management’s Valero Energy VLO Stock Holding History

Echo Street Capital 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
2023 Q3	–	Sell	-4,819	Closed	-$565K	–	585
2023 Q2	$565K	Sell	4,819 -1,028	-18%	-$119K	﹤0.01%	236
2023 Q1	$816K	Buy	5,847 +4,069	+229%	+$547K	0.01%	151
2022 Q4	$226K	Buy	+1,778	New	+$223K	﹤0.01%	452
2022 Q3	–	Sell	-5,589	Closed	-$594K	–	697
2022 Q2	$594K	Sell	5,589 -968	-15%	-$115K	0.01%	271
2022 Q1	$666K	Buy	+6,557	New	+$569K	﹤0.01%	340
2021 Q4	–	Sell	-6,273	Closed	-$443K	–	755
2021 Q3	$443K	Sell	6,273 -840	-12%	-$55.9K	﹤0.01%	446
2021 Q2	$555K	Buy	+7,113	New	+$551K	﹤0.01%	338

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Echo Street Capital Management's VLO Position: Q3 2023 in Review

Echo Street Capital Management sold out of Valero Energy (VLO) in Q3 2023, closing a stake of 4,819 shares — an estimated $565K sold.

Echo Street Capital Management first reported a position in VLO in Q2 2021 and held it in 7 quarters. The position peaked at $816K in Q1 2023. 1,373 funds tracked by Wall St. Rank hold VLO as of Q3 2023.

Echo Street Capital Management reported no remaining Valero Energy position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 4,819 Valero Energy shares in Q3 2023, an estimated $565K.
Echo Street Capital Management first reported a position in Valero Energy in Q2 2021 and held it in 7 quarters.
Echo Street Capital Management's Valero Energy position peaked at $816K in Q1 2023.
1,373 funds tracked by Wall St. Rank held Valero Energy as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.