Kowal Investment Group’s Valero Energy VLO Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-156	Closed	-$11K	–	908
2021 Q3	$11K	Buy	+156	New	+$10.4K	﹤0.01%	502

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kowal Investment Group's VLO Position: Q4 2021 in Review

Kowal Investment Group sold out of Valero Energy (VLO) in Q4 2021, closing a stake of 156 shares — an estimated $11K sold.

Kowal Investment Group first reported a position in VLO in Q3 2021 and held it in 1 quarter. The position peaked at $11K in Q3 2021. 1,063 funds tracked by Wall St. Rank hold VLO as of Q4 2021.

Kowal Investment Group reported no remaining Valero Energy position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 156 Valero Energy shares in Q4 2021, an estimated $11K.
Kowal Investment Group first reported a position in Valero Energy in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Valero Energy position peaked at $11K in Q3 2021.
1,063 funds tracked by Wall St. Rank held Valero Energy as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.