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High Net Worth Advisory Group’s Valero Energy VLO Stock Holding History

High Net Worth Advisory Group’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 		– Sell
-65
Closed -$8.25K – 559
2022
Q4 		$8.25K Hold
65
– – ﹤0.01% 518
2022
Q3 		$7K Hold
65
– – ﹤0.01% 568
2022
Q2 		$7K Buy
+65
New +$7.69K ﹤0.01% 562

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

High Net Worth Advisory Group's VLO Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Valero Energy (VLO) in Q1 2023, closing a stake of 65 shares — an estimated $8.25K sold.

High Net Worth Advisory Group first reported a position in VLO in Q2 2022 and held it in 3 quarters. The position peaked at $8.25K in Q4 2022. 1,394 funds tracked by Wall St. Rank hold VLO as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Valero Energy position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 65 Valero Energy shares in Q1 2023, an estimated $8.25K.
  • High Net Worth Advisory Group first reported a position in Valero Energy in Q2 2022 and held it in 3 quarters.
  • High Net Worth Advisory Group's Valero Energy position peaked at $8.25K in Q4 2022.
  • 1,394 funds tracked by Wall St. Rank held Valero Energy as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.