Kula Investments’s Valero Energy VLO Stock Holding History

Kula Investments’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
2023 Q1	$1.15M	Buy	+8,257	New	+$1.11M	0.28%	91

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kula Investments's VLO Position: Q1 2023 in Review

Kula Investments opened a new position in Valero Energy (VLO) in Q1 2023: 8,257 shares worth $1.15M. The stake represents 0.28% of the portfolio and ranks #91 among its holdings.

1,394 funds tracked by Wall St. Rank hold VLO as of Q1 2023.

Kula Investments held 8,257 shares of Valero Energy worth $1.15M as of Q1 2023.
Valero Energy was a new Kula Investments position in Q1 2023.
Valero Energy made up 0.28% of Kula Investments's portfolio in Q1 2023, its #91 holding.
1,394 funds tracked by Wall St. Rank held Valero Energy as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.