HWM
VLO icon

HFG Wealth Management’s Valero Energy VLO Stock Holding History

HFG Wealth 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
Q1 		$782K Buy
+5,604
New +$753K 0.16% 49

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

HFG Wealth Management's VLO Position: Q1 2023 in Review

HFG Wealth Management opened a new position in Valero Energy (VLO) in Q1 2023: 5,604 shares worth $782K. The stake represents 0.16% of the portfolio and ranks #49 among its holdings.

1,394 funds tracked by Wall St. Rank hold VLO as of Q1 2023.

  • HFG Wealth Management held 5,604 shares of Valero Energy worth $782K as of Q1 2023.
  • Valero Energy was a new HFG Wealth Management position in Q1 2023.
  • Valero Energy made up 0.16% of HFG Wealth Management's portfolio in Q1 2023, its #49 holding.
  • 1,394 funds tracked by Wall St. Rank held Valero Energy as of Q1 2023.

Based on HFG Wealth Management's 13F filing for Q1 2023, filed 28 Jun 2024.