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FourThought Financial’s Valero Energy VLO Stock Holding History

FourThought Financial’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 		$75K Hold
703
– – 0.01% 500
2022
Q2 		$75K Sell
703
-44
-6% -$5.21K 0.01% 506
2022
Q1 		$76K Buy
747
+201
+37% +$17.4K 0.01% 545
2021
Q4 		$41K Sell
546
-79
-13% -$5.88K 0.01% 725
2021
Q3 		$44K Sell
625
-62
-9% -$4.13K 0.01% 729
2021
Q2 		$53K Sell
687
-96
-12% -$7.43K 0.01% 689
2021
Q1 		$56K Sell
783
-482
-38% -$32.8K 0.01% 661
2020
Q4 		$71K Buy
+1,265
New +$62.1K 0.01% 568

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

FourThought Financial's VLO Position: Q3 2022 in Review

FourThought Financial held its Valero Energy (VLO) position steady in Q3 2022 at 703 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #500.

FourThought Financial first reported a position in VLO in Q4 2020 and has held it in 8 quarters since. The position peaked at $76K in Q1 2022. 1,240 funds tracked by Wall St. Rank hold VLO as of Q3 2022.

  • FourThought Financial held 703 shares of Valero Energy worth $75K as of Q3 2022.
  • FourThought Financial left its Valero Energy share count unchanged in Q3 2022.
  • Valero Energy made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #500 holding.
  • FourThought Financial first reported a position in Valero Energy in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Valero Energy position peaked at $76K in Q1 2022.
  • 1,240 funds tracked by Wall St. Rank held Valero Energy as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.