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FSA Wealth Management’s Valero Energy VLO Stock Holding History

FSA Wealth Management’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 		$34.1K Hold
200
– – 0.01% 192
2023
Q4 		$26K Buy
+200
New +$25.4K 0.01% 209
2020
Q1 		– Sell
-100
Closed -$9K – 448
2019
Q4 		$9K Buy
+100
New +$9.45K 0.01% 326

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FSA Wealth Management's VLO Position: Q1 2024 in Review

FSA Wealth Management held its Valero Energy (VLO) position steady in Q1 2024 at 200 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #192.

FSA Wealth Management first reported a position in VLO in Q4 2019 and has held it in 3 quarters since. 1,521 funds tracked by Wall St. Rank hold VLO as of Q1 2024.

  • FSA Wealth Management held 200 shares of Valero Energy worth $34.1K as of Q1 2024.
  • FSA Wealth Management left its Valero Energy share count unchanged in Q1 2024.
  • Valero Energy made up 0.01% of FSA Wealth Management's portfolio in Q1 2024, its #192 holding.
  • FSA Wealth Management first reported a position in Valero Energy in Q4 2019 and has held it in 3 quarters since.
  • 1,521 funds tracked by Wall St. Rank held Valero Energy as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.