Kings Point Capital Management’s Valero Energy VLO Stock Holding History

Kings Point Capital 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 Q1	$74K	Buy	728 +500	+219%	+$43.4K	0.01%	313
2021 Q4	$17K	Buy	+228	New	+$17K	﹤0.01%	576
2017 Q4	–	Sell	-174	Closed	-$13K	–	399
2017 Q3	$13K	Buy	+174	New	+$12K	﹤0.01%	340
2014 Q3	–	Sell	-276	Closed	-$14K	–	331
2014 Q2	$14K	Buy	+276	New	+$15.2K	﹤0.01%	301

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Kings Point Capital Management's VLO Position: Q1 2022 in Review

Kings Point Capital Management increased its Valero Energy (VLO) stake by 219% in Q1 2022, buying an estimated $43.4K and bringing the position to 728 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #313.

Kings Point Capital Management first reported a position in VLO in Q2 2014 and has held it in 4 quarters since. 1,172 funds tracked by Wall St. Rank hold VLO as of Q1 2022.

Kings Point Capital Management held 728 shares of Valero Energy worth $74K as of Q1 2022.
Kings Point Capital Management bought 500 Valero Energy shares in Q1 2022, an estimated $43.4K.
Valero Energy made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #313 holding.
Kings Point Capital Management first reported a position in Valero Energy in Q2 2014 and has held it in 4 quarters since.
1,172 funds tracked by Wall St. Rank held Valero Energy as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.