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KMG Fiduciary Partners’s Valero Energy VLO Stock Holding History

KMG Fiduciary Partners’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
Q3 		– Sell
-1,286
Closed -$202K – 272
2024
Q2 		$202K Sell
1,286
-1
-0.1% -$161 0.02% 239
2024
Q1 		$220K Buy
+1,287
New +$184K 0.02% 230
2022
Q3 		– Sell
-2,390
Closed -$254K – 205
2022
Q2 		$254K Hold
2,390
– – 0.05% 183
2022
Q1 		$243K Buy
+2,390
New +$207K 0.04% 190

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KMG Fiduciary Partners's VLO Position: Q3 2024 in Review

KMG Fiduciary Partners sold out of Valero Energy (VLO) in Q3 2024, closing a stake of 1,286 shares — an estimated $202K sold.

KMG Fiduciary Partners first reported a position in VLO in Q1 2022 and held it in 4 quarters. The position peaked at $254K in Q2 2022. 1,445 funds tracked by Wall St. Rank hold VLO as of Q3 2024.

  • KMG Fiduciary Partners reported no remaining Valero Energy position as of Q3 2024 after selling out during the quarter.
  • KMG Fiduciary Partners sold 1,286 Valero Energy shares in Q3 2024, an estimated $202K.
  • KMG Fiduciary Partners first reported a position in Valero Energy in Q1 2022 and held it in 4 quarters.
  • KMG Fiduciary Partners's Valero Energy position peaked at $254K in Q2 2022.
  • 1,445 funds tracked by Wall St. Rank held Valero Energy as of Q3 2024.

Based on KMG Fiduciary Partners's 13F filing for Q3 2024, filed 17 Oct 2024.