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Gunderson Capital Management’s Valero Energy VLO Stock Holding History

Gunderson Capital 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
2023
Q4 		– Sell
-43,814
Closed -$6.21M – 58
2023
Q3 		$6.21M Buy
43,814
+9,809
+29% +$1.28M 4.22% 8
2023
Q2 		$3.99M Sell
34,005
-5,655
-14% -$657K 2.64% 20
2023
Q1 		$5.54M Buy
+39,660
New +$5.33M 4.11% 12
2022
Q4 		– Sell
-69,392
Closed -$7.42M – 43
2022
Q3 		$7.42M Buy
69,392
+2,872
+4% +$316K 10.45% 4
2022
Q2 		$7.07M Buy
+66,520
New +$7.87M 6.03% 6

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Gunderson Capital Management's VLO Position: Q4 2023 in Review

Gunderson Capital Management sold out of Valero Energy (VLO) in Q4 2023, closing a stake of 43,814 shares — an estimated $6.21M sold.

Gunderson Capital Management first reported a position in VLO in Q2 2022 and held it in 5 quarters. The position peaked at $7.42M in Q3 2022. 1,447 funds tracked by Wall St. Rank hold VLO as of Q4 2023.

  • Gunderson Capital Management reported no remaining Valero Energy position as of Q4 2023 after selling out during the quarter.
  • Gunderson Capital Management sold 43,814 Valero Energy shares in Q4 2023, an estimated $6.21M.
  • Gunderson Capital Management first reported a position in Valero Energy in Q2 2022 and held it in 5 quarters.
  • Gunderson Capital Management's Valero Energy position peaked at $7.42M in Q3 2022.
  • 1,447 funds tracked by Wall St. Rank held Valero Energy as of Q4 2023.

Based on Gunderson Capital Management's 13F filing for Q4 2023, filed 5 Jan 2024.