Gratus Capital’s Valero Energy VLO Stock Holding History

Gratus Capital’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 Q2	$840K	Buy	5,360 +1,732	+48%	+$279K	0.03%	197
2024 Q1	$619K	Buy	+3,628	New	+$520K	0.03%	207

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gratus Capital's VLO Position: Q2 2024 in Review

Gratus Capital increased its Valero Energy (VLO) stake by 48% in Q2 2024, buying an estimated $279K and bringing the position to 5,360 shares worth $840K. The position accounts for 0.03% of the portfolio, ranked #197.

Gratus Capital first reported a position in VLO in Q1 2024 and has held it in 2 quarters since. 1,469 funds tracked by Wall St. Rank hold VLO as of Q2 2024.

Gratus Capital held 5,360 shares of Valero Energy worth $840K as of Q2 2024.
Gratus Capital bought 1,732 Valero Energy shares in Q2 2024, an estimated $279K.
Valero Energy made up 0.03% of Gratus Capital's portfolio in Q2 2024, its #197 holding.
Gratus Capital first reported a position in Valero Energy in Q1 2024 and has held it in 2 quarters since.
1,469 funds tracked by Wall St. Rank held Valero Energy as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.