Edge Wealth Management’s Valero Energy VLO Stock Holding History

Edge 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 Q1	–	Sell	-1,791	Closed	-$135K	–	447
2021 Q4	$135K	Hold	1,791	–	–	0.02%	112
2021 Q3	$126K	Buy	1,791 +1,741	+3,482%	+$116K	0.02%	114
2021 Q2	$4K	Hold	50	–	–	﹤0.01%	362
2021 Q1	$4K	Hold	50	–	–	﹤0.01%	352
2020 Q4	$3K	Sell	50 -3,693	-99%	-$181K	﹤0.01%	322
2020 Q3	$162K	Buy	3,743 +3,600	+2,517%	+$189K	0.04%	119
2020 Q2	$8K	Hold	143	–	–	﹤0.01%	498
2020 Q1	$7K	Hold	143	–	–	﹤0.01%	439
2019 Q4	$13K	Buy	143 +93	+186%	+$8.79K	﹤0.01%	398
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	500
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	506
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	492
2018 Q4	$4K	Hold	50	–	–	﹤0.01%	498
2018 Q3	$6K	Hold	50	–	–	﹤0.01%	491
2018 Q2	$6K	Hold	50	–	–	﹤0.01%	479
2018 Q1	$5K	Hold	50	–	–	﹤0.01%	459
2017 Q4	$4K	Hold	50	–	–	﹤0.01%	458
2017 Q3	$4K	Hold	50	–	–	﹤0.01%	458
2017 Q2	$3K	Hold	50	–	–	﹤0.01%	469
2017 Q1	$3K	Hold	50	–	–	﹤0.01%	442
2016 Q4	$3K	Hold	50	–	–	﹤0.01%	421
2016 Q3	$3K	Hold	50	–	–	﹤0.01%	422
2016 Q2	$3K	Hold	50	–	–	﹤0.01%	393
2016 Q1	$3K	Hold	50	–	–	﹤0.01%	364
2015 Q4	$4K	Hold	50	–	–	﹤0.01%	363
2015 Q3	$3K	Hold	50	–	–	﹤0.01%	377
2015 Q2	$3K	Hold	50	–	–	﹤0.01%	372
2015 Q1	$3K	Hold	50	–	–	﹤0.01%	369
2014 Q4	$2K	Hold	50	–	–	﹤0.01%	391
2014 Q3	$2K	Buy	+50	New	+$2.52K	﹤0.01%	381

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 $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Edge Wealth Management's VLO Position: Q1 2022 in Review

Edge Wealth Management sold out of Valero Energy (VLO) in Q1 2022, closing a stake of 1,791 shares — an estimated $135K sold.

Edge Wealth Management first reported a position in VLO in Q3 2014 and held it in 30 quarters. The position peaked at $162K in Q3 2020. 1,171 funds tracked by Wall St. Rank hold VLO as of Q1 2022.

Edge Wealth Management reported no remaining Valero Energy position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 1,791 Valero Energy shares in Q1 2022, an estimated $135K.
Edge Wealth Management first reported a position in Valero Energy in Q3 2014 and held it in 30 quarters.
Edge Wealth Management's Valero Energy position peaked at $162K in Q3 2020.
1,171 funds tracked by Wall St. Rank held Valero Energy as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.