HYA Advisors’s Valero Energy VLO Stock Holding History

HYA Advisors’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 Q2	$275K	Sell	2,586 -4,699	-65%	-$556K	0.11%	120
2022 Q1	$740K	Buy	7,285 +28	+0.4%	+$2.43K	0.26%	61
2021 Q4	$545K	Buy	7,257 +31	+0.4%	+$2.31K	0.2%	79
2021 Q3	$562K	Buy	7,226 +40	+0.6%	+$2.66K	0.23%	76
2021 Q2	$561K	Buy	7,186 +32	+0.4%	+$2.48K	0.23%	71
2021 Q1	$512K	Buy	7,154 +428	+6%	+$29.1K	0.24%	72
2020 Q4	$381K	Buy	6,726 +35	+0.5%	+$1.72K	0.2%	86
2020 Q3	$290K	Sell	6,691 -519	-7%	-$27.2K	0.18%	98
2020 Q2	$424K	Buy	7,210 +38	+0.5%	+$2.27K	0.28%	67
2020 Q1	$325K	Buy	7,172 +483	+7%	+$35.1K	0.27%	74
2019 Q4	$626K	Buy	+6,689	New	+$632K	0.4%	49

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HYA Advisors's VLO Position: Q2 2022 in Review

HYA Advisors reduced its Valero Energy (VLO) stake by 65% in Q2 2022, selling an estimated $556K and leaving 2,586 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #120.

HYA Advisors first reported a position in VLO in Q4 2019 and has held it in 11 quarters since. The position peaked at $740K in Q1 2022. 1,213 funds tracked by Wall St. Rank hold VLO as of Q2 2022.

HYA Advisors held 2,586 shares of Valero Energy worth $275K as of Q2 2022.
HYA Advisors sold 4,699 Valero Energy shares in Q2 2022, an estimated $556K.
Valero Energy made up 0.11% of HYA Advisors's portfolio in Q2 2022, its #120 holding.
HYA Advisors first reported a position in Valero Energy in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's Valero Energy position peaked at $740K in Q1 2022.
1,213 funds tracked by Wall St. Rank held Valero Energy as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.