HeadInvest LLC’s Valero Energy VLO Stock Holding History

HeadInvest LLC’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	-18	Closed	-$2.49K	–	684
2023 Q3	$2.49K	Buy	+18	New	+$2.36K	﹤0.01%	660

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

HeadInvest LLC's VLO Position: Q4 2023 in Review

HeadInvest LLC sold out of Valero Energy (VLO) in Q4 2023, closing a stake of 18 shares — an estimated $2.49K sold.

HeadInvest LLC first reported a position in VLO in Q3 2023 and held it in 1 quarter. The position peaked at $2.49K in Q3 2023. 1,446 funds tracked by Wall St. Rank hold VLO as of Q4 2023.

HeadInvest LLC reported no remaining Valero Energy position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 18 Valero Energy shares in Q4 2023, an estimated $2.49K.
HeadInvest LLC first reported a position in Valero Energy in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Valero Energy position peaked at $2.49K in Q3 2023.
1,446 funds tracked by Wall St. Rank held Valero Energy as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.