Lake Street Private Wealth’s Valero Energy VLO Stock Holding History

Lake Street Private Wealth’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 Q1	–	Sell	-4,856	Closed	-$631K	–	327
2023 Q4	$631K	Buy	+4,856	New	+$618K	0.1%	182

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Lake Street Private Wealth's VLO Position: Q1 2024 in Review

Lake Street Private Wealth sold out of Valero Energy (VLO) in Q1 2024, closing a stake of 4,856 shares — an estimated $631K sold.

Lake Street Private Wealth first reported a position in VLO in Q4 2023 and held it in 1 quarter. The position peaked at $631K in Q4 2023. 1,521 funds tracked by Wall St. Rank hold VLO as of Q1 2024.

Lake Street Private Wealth reported no remaining Valero Energy position as of Q1 2024 after selling out during the quarter.
Lake Street Private Wealth sold 4,856 Valero Energy shares in Q1 2024, an estimated $631K.
Lake Street Private Wealth first reported a position in Valero Energy in Q4 2023 and held it in 1 quarter.
Lake Street Private Wealth's Valero Energy position peaked at $631K in Q4 2023.
1,521 funds tracked by Wall St. Rank held Valero Energy as of Q1 2024.

Based on Lake Street Private Wealth's 13F filing for Q1 2024, filed 19 Apr 2024.