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Founders Financial Alliance’s Valero Energy VLO Stock Holding History

Founders Financial Alliance’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
Q3 		– Sell
-2,790
Closed -$297K – 553
2022
Q2 		$297K Buy
+2,790
New +$330K 0.15% 155
2020
Q4 		– Sell
-468
Closed -$21K – 1217
2020
Q3 		$21K Buy
+468
New +$24.5K 0.01% 572

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
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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Founders Financial Alliance's VLO Position: Q3 2022 in Review

Founders Financial Alliance sold out of Valero Energy (VLO) in Q3 2022, closing a stake of 2,790 shares — an estimated $297K sold.

Founders Financial Alliance first reported a position in VLO in Q3 2020 and held it in 2 quarters. The position peaked at $297K in Q2 2022. 1,239 funds tracked by Wall St. Rank hold VLO as of Q3 2022.

  • Founders Financial Alliance reported no remaining Valero Energy position as of Q3 2022 after selling out during the quarter.
  • Founders Financial Alliance sold 2,790 Valero Energy shares in Q3 2022, an estimated $297K.
  • Founders Financial Alliance first reported a position in Valero Energy in Q3 2020 and held it in 2 quarters.
  • Founders Financial Alliance's Valero Energy position peaked at $297K in Q2 2022.
  • 1,239 funds tracked by Wall St. Rank held Valero Energy as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.