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First Personal Financial Services’s Valero Energy VLO Stock Holding History

First Personal Financial Services’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
Q3 		$136 Buy
+1
New +$145 ﹤0.01% 514
2021
Q3 		– Sell
-350
Closed -$27K – 326
2021
Q2 		$27K Hold
350
– – 0.01% 235
2021
Q1 		$25K Sell
350
-1,050
-75% -$71.4K 0.01% 224
2020
Q4 		$79K Hold
1,400
– – 0.02% 155
2020
Q3 		$61K Hold
1,400
– – 0.02% 170
2020
Q2 		$82K Hold
1,400
– – 0.03% 155
2020
Q1 		$64K Sell
1,400
-124
-8% -$9.01K 0.02% 165
2019
Q4 		$143K Hold
1,524
– – 0.05% 136
2019
Q3 		$130K Sell
1,524
-291
-16% -$23.5K 0.04% 157
2019
Q2 		$155K Buy
1,815
+87
+5% +$7.18K 0.04% 177
2019
Q1 		$147K Buy
1,728
+37
+2% +$3.06K 0.04% 175
2018
Q4 		$127K Hold
1,691
– – 0.04% 183
2018
Q3 		$192K Hold
1,691
– – 0.06% 167
2018
Q2 		$187K Buy
1,691
+23
+1% +$2.58K 0.06% 164
2018
Q1 		$155K Hold
1,668
– – 0.03% 240
2017
Q4 		$153K Hold
1,668
– – 0.03% 276
2017
Q3 		$128K Buy
1,668
+32
+2% +$2.2K 0.03% 272
2017
Q2 		$110K Buy
1,636
+196
+14% +$12.7K 0.02% 299
2017
Q1 		$95K Buy
1,440
+40
+3% +$2.68K 0.02% 299
2016
Q4 		$96K Hold
1,400
– – 0.03% 286
2016
Q3 		$74K Hold
1,400
– – 0.02% 232
2016
Q2 		$71K Hold
1,400
– – 0.02% 227
2016
Q1 		$90K Hold
1,400
– – 0.04% 148
2015
Q4 		$99K Buy
+1,400
New +$95.4K 0.06% 143

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Personal Financial Services's VLO Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Valero Energy (VLO) in Q3 2024: 1 share worth $136. The stake represents ﹤0.01% of the portfolio and ranks #514 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in VLO as recently as Q2 2021.

First Personal Financial Services first reported a position in VLO in Q4 2015 and has held it in 24 quarters since. The position peaked at $192K in Q3 2018. 1,445 funds tracked by Wall St. Rank hold VLO as of Q3 2024.

  • First Personal Financial Services held 1 share of Valero Energy worth $136 as of Q3 2024.
  • Valero Energy was a new First Personal Financial Services position in Q3 2024.
  • Valero Energy made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #514 holding.
  • First Personal Financial Services first reported a position in Valero Energy in Q4 2015 and has held it in 24 quarters since.
  • First Personal Financial Services's Valero Energy position peaked at $192K in Q3 2018.
  • 1,445 funds tracked by Wall St. Rank held Valero Energy as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.