HWM
VLO icon

Hohimer Wealth Management’s Valero Energy VLO Stock Holding History

Hohimer 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
2024
Q2 		– Sell
-26,736
Closed -$4.56M – 260
2024
Q1 		$4.56M Sell
26,736
-38
-0.1% -$5.44K 1.07% 22
2023
Q4 		$3.48M Buy
26,774
+264
+1% +$33.6K 0.88% 37
2023
Q3 		$3.76M Sell
26,510
-469
-2% -$61.4K 1.07% 27
2023
Q2 		$3.16M Buy
+26,979
New +$3.14M 0.87% 37

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Hohimer Wealth Management's VLO Position: Q2 2024 in Review

Hohimer Wealth Management sold out of Valero Energy (VLO) in Q2 2024, closing a stake of 26,736 shares — an estimated $4.56M sold.

Hohimer Wealth Management first reported a position in VLO in Q2 2023 and held it in 4 quarters. The position peaked at $4.56M in Q1 2024. 1,470 funds tracked by Wall St. Rank hold VLO as of Q2 2024.

  • Hohimer Wealth Management reported no remaining Valero Energy position as of Q2 2024 after selling out during the quarter.
  • Hohimer Wealth Management sold 26,736 Valero Energy shares in Q2 2024, an estimated $4.56M.
  • Hohimer Wealth Management first reported a position in Valero Energy in Q2 2023 and held it in 4 quarters.
  • Hohimer Wealth Management's Valero Energy position peaked at $4.56M in Q1 2024.
  • 1,470 funds tracked by Wall St. Rank held Valero Energy as of Q2 2024.

Based on Hohimer Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.