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Enlightenment Research’s Valero Energy VLO Stock Holding History

Enlightenment Research’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
Q4 		– Sell
-2,300
Closed -$246K – 87
2022
Q3 		$246K Buy
+2,300
New +$253K 0.54% 69
2020
Q1 		– Sell
-3,900
Closed -$365K – 197
2019
Q4 		$365K Buy
+3,900
New +$369K 1.71% 17
2019
Q3 		– Sell
-4,796
Closed -$338K – 276
2019
Q2 		$338K Buy
+4,796
New +$396K 0.17% 151

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Enlightenment Research's VLO Position: Q4 2022 in Review

Enlightenment Research sold out of Valero Energy (VLO) in Q4 2022, closing a stake of 2,300 shares — an estimated $246K sold.

Enlightenment Research first reported a position in VLO in Q2 2019 and held it in 3 quarters. The position peaked at $365K in Q4 2019. 1,325 funds tracked by Wall St. Rank hold VLO as of Q4 2022.

  • Enlightenment Research reported no remaining Valero Energy position as of Q4 2022 after selling out during the quarter.
  • Enlightenment Research sold 2,300 Valero Energy shares in Q4 2022, an estimated $246K.
  • Enlightenment Research first reported a position in Valero Energy in Q2 2019 and held it in 3 quarters.
  • Enlightenment Research's Valero Energy position peaked at $365K in Q4 2019.
  • 1,325 funds tracked by Wall St. Rank held Valero Energy as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.