Graves Light Lenhart Wealth’s Valero Energy VLO Stock Holding History

Graves Light Lenhart Wealth’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	-168	Closed	-$17K	–	698
2022 Q1	$17K	Hold	168	–	–	﹤0.01%	488
2021 Q4	$13K	Hold	168	–	–	﹤0.01%	582
2021 Q3	$12K	Hold	168	–	–	﹤0.01%	547
2021 Q2	$13K	Hold	168	–	–	﹤0.01%	539
2021 Q1	$12K	Hold	168	–	–	﹤0.01%	554
2020 Q4	$10K	Buy	+168	New	+$8.24K	﹤0.01%	554

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Graves Light Lenhart Wealth's VLO Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of Valero Energy (VLO) in Q2 2022, closing a stake of 168 shares — an estimated $17K sold.

Graves Light Lenhart Wealth first reported a position in VLO in Q4 2020 and held it in 6 quarters. The position peaked at $17K in Q1 2022. 1,213 funds tracked by Wall St. Rank hold VLO as of Q2 2022.

Graves Light Lenhart Wealth reported no remaining Valero Energy position as of Q2 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 168 Valero Energy shares in Q2 2022, an estimated $17K.
Graves Light Lenhart Wealth first reported a position in Valero Energy in Q4 2020 and held it in 6 quarters.
Graves Light Lenhart Wealth's Valero Energy position peaked at $17K in Q1 2022.
1,213 funds tracked by Wall St. Rank held Valero Energy as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.