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Heritage Wealth Management (Arizona)’s Valero Energy VLO Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$3.55K Sell
28
-36
-56% -$4.52K ﹤0.01% 920
2022
Q3 		$7K Hold
64
– – ﹤0.01% 720
2022
Q2 		$6.8K Buy
64
+39
+156% +$4.62K ﹤0.01% 727
2022
Q1 		$3K Buy
+25
New +$2.17K ﹤0.01% 874
2021
Q3 		$1K Hold
15
– – ﹤0.01% 872
2021
Q2 		$1K Hold
15
– – ﹤0.01% 880
2021
Q1 		$1K Buy
+15
New +$1.02K ﹤0.01% 723

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VLO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its Valero Energy (VLO) stake by 56% in Q4 2022, selling an estimated $4.52K and leaving 28 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Heritage Wealth Management (Arizona) first reported a position in VLO in Q1 2021 and has held it in 7 quarters since. The position peaked at $7K in Q3 2022. 1,324 funds tracked by Wall St. Rank hold VLO as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 28 shares of Valero Energy worth $3.55K as of Q4 2022.
  • Heritage Wealth Management (Arizona) sold 36 Valero Energy shares in Q4 2022, an estimated $4.52K.
  • Valero Energy made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #920 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Valero Energy in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s Valero Energy position peaked at $7K in Q3 2022.
  • 1,324 funds tracked by Wall St. Rank held Valero Energy as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.