Financial Advisory Group’s Valero Energy VLO Stock Holding History

Financial Advisory Group’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 Q1	$207K	Buy	+1,210	New	+$173K	0.04%	90

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Financial Advisory Group's VLO Position: Q1 2024 in Review

Financial Advisory Group opened a new position in Valero Energy (VLO) in Q1 2024: 1,210 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #90 among its holdings.

1,521 funds tracked by Wall St. Rank hold VLO as of Q1 2024.

Financial Advisory Group held 1,210 shares of Valero Energy worth $207K as of Q1 2024.
Valero Energy was a new Financial Advisory Group position in Q1 2024.
Valero Energy made up 0.04% of Financial Advisory Group's portfolio in Q1 2024, its #90 holding.
1,521 funds tracked by Wall St. Rank held Valero Energy as of Q1 2024.

Based on Financial Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.