Imprint Wealth’s Valero Energy VLO Stock Holding History

Imprint Wealth’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 Q1	$310K	Buy	1,795 +31	+2%	+$4.44K	0.08%	221
2023 Q4	$229K	Buy	1,764 +184	+12%	+$23.4K	0.18%	139
2023 Q3	$224K	Buy	+1,580	New	+$207K	0.19%	132

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Imprint Wealth's VLO Position: Q1 2024 in Review

Imprint Wealth increased its Valero Energy (VLO) stake by 1.8% in Q1 2024, buying an estimated $4.44K and bringing the position to 1,795 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #221.

Imprint Wealth first reported a position in VLO in Q3 2023 and has held it in 3 quarters since. 1,521 funds tracked by Wall St. Rank hold VLO as of Q1 2024.

Imprint Wealth held 1,795 shares of Valero Energy worth $310K as of Q1 2024.
Imprint Wealth bought 31 Valero Energy shares in Q1 2024, an estimated $4.44K.
Valero Energy made up 0.08% of Imprint Wealth's portfolio in Q1 2024, its #221 holding.
Imprint Wealth first reported a position in Valero Energy in Q3 2023 and has held it in 3 quarters since.
1,521 funds tracked by Wall St. Rank held Valero Energy as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.