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Jackson Wealth Management’s Valero Energy VLO Stock Holding History

Jackson 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
2022
Q4 		– Sell
-20,117
Closed -$2.15M – 108
2022
Q3 		$2.15M Buy
+20,117
New +$2.21M 0.42% 55

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
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
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

Jackson Wealth Management's VLO Position: Q4 2022 in Review

Jackson Wealth Management sold out of Valero Energy (VLO) in Q4 2022, closing a stake of 20,117 shares — an estimated $2.15M sold.

Jackson Wealth Management first reported a position in VLO in Q3 2022 and held it in 1 quarter. The position peaked at $2.15M in Q3 2022. 1,324 funds tracked by Wall St. Rank hold VLO as of Q4 2022.

  • Jackson Wealth Management reported no remaining Valero Energy position as of Q4 2022 after selling out during the quarter.
  • Jackson Wealth Management sold 20,117 Valero Energy shares in Q4 2022, an estimated $2.15M.
  • Jackson Wealth Management first reported a position in Valero Energy in Q3 2022 and held it in 1 quarter.
  • Jackson Wealth Management's Valero Energy position peaked at $2.15M in Q3 2022.
  • 1,324 funds tracked by Wall St. Rank held Valero Energy as of Q4 2022.

Based on Jackson Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.