First Capital Advisors Group’s Valero Energy VLO Stock Holding History

First Capital Advisors 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
2023 Q2	$39.3K	Buy	+335	New	+$38.9K	0.02%	330
2022 Q3	–	Sell	-2,421	Closed	-$257K	–	250
2022 Q2	$257K	Buy	+2,421	New	+$287K	0.18%	130
2018 Q2	–	Sell	-1,078	Closed	-$100K	–	740
2018 Q1	$100K	Buy	+1,078	New	+$101K	0.06%	211

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Capital Advisors Group's VLO Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Valero Energy (VLO) in Q2 2023: 335 shares worth $39.3K. The stake represents 0.02% of the portfolio and ranks #330 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in VLO as recently as Q2 2022.

First Capital Advisors Group first reported a position in VLO in Q1 2018 and has held it in 3 quarters since. The position peaked at $257K in Q2 2022. 1,340 funds tracked by Wall St. Rank hold VLO as of Q2 2023.

First Capital Advisors Group held 335 shares of Valero Energy worth $39.3K as of Q2 2023.
Valero Energy was a new First Capital Advisors Group position in Q2 2023.
Valero Energy made up 0.02% of First Capital Advisors Group's portfolio in Q2 2023, its #330 holding.
First Capital Advisors Group first reported a position in Valero Energy in Q1 2018 and has held it in 3 quarters since.
First Capital Advisors Group's Valero Energy position peaked at $257K in Q2 2022.
1,340 funds tracked by Wall St. Rank held Valero Energy as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.