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Future Financial Wealth Management’s Valero Energy VLO Stock Holding History

Future Financial 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
2022
Q2 		– Sell
-100
Closed -$10K – 465
2022
Q1 		$10K Hold
100
– – 0.01% 425
2021
Q4 		$8K Buy
+100
New +$7.45K 0.01% 456

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Future Financial Wealth Management's VLO Position: Q2 2022 in Review

Future Financial Wealth Management sold out of Valero Energy (VLO) in Q2 2022, closing a stake of 100 shares — an estimated $10K sold.

Future Financial Wealth Management first reported a position in VLO in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 1,213 funds tracked by Wall St. Rank hold VLO as of Q2 2022.

  • Future Financial Wealth Management reported no remaining Valero Energy position as of Q2 2022 after selling out during the quarter.
  • Future Financial Wealth Management sold 100 Valero Energy shares in Q2 2022, an estimated $10K.
  • Future Financial Wealth Management first reported a position in Valero Energy in Q4 2021 and held it in 2 quarters.
  • Future Financial Wealth Management's Valero Energy position peaked at $10K in Q1 2022.
  • 1,213 funds tracked by Wall St. Rank held Valero Energy as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.