Laurel Wealth Advisors (California)’s Valero Energy VLO Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$672K	Buy	5,294 +719	+16%	+$90.3K	0.07%	300
2022 Q3	$489K	Sell	4,575 -75	-2%	-$8.25K	0.05%	349
2022 Q2	$494K	Sell	4,650 -376	-7%	-$44.5K	0.05%	361
2022 Q1	$510K	Sell	5,026 -628	-11%	-$54.5K	0.04%	403
2021 Q4	$425K	Buy	+5,654	New	+$421K	0.03%	497
2020 Q1	–	Sell	-2,611	Closed	-$245K	–	442
2019 Q4	$245K	Buy	+2,611	New	+$247K	0.04%	399
2018 Q4	–	Sell	-2,260	Closed	-$257K	–	429
2018 Q3	$257K	Sell	2,260 -2,060	-48%	-$234K	0.06%	319
2018 Q2	$478K	Buy	+4,320	New	+$485K	0.13%	186
2016 Q4	–	Sell	-6,612	Closed	-$350K	–	302
2016 Q3	$350K	Sell	6,612 -570	-8%	-$30.4K	0.17%	158
2016 Q2	$366K	Buy	+7,182	New	+$406K	0.18%	148

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

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

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

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

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

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

Laurel Wealth Advisors (California)'s VLO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Valero Energy (VLO) stake by 16% in Q4 2022, buying an estimated $90.3K and bringing the position to 5,294 shares worth $672K. The position accounts for 0.07% of the portfolio, ranked #300.

Laurel Wealth Advisors (California) first reported a position in VLO in Q2 2016 and has held it in 10 quarters since. 1,324 funds tracked by Wall St. Rank hold VLO as of Q4 2022.

Laurel Wealth Advisors (California) held 5,294 shares of Valero Energy worth $672K as of Q4 2022.
Laurel Wealth Advisors (California) bought 719 Valero Energy shares in Q4 2022, an estimated $90.3K.
Valero Energy made up 0.07% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #300 holding.
Laurel Wealth Advisors (California) first reported a position in Valero Energy in Q2 2016 and has held it in 10 quarters since.
1,324 funds tracked by Wall St. Rank held Valero Energy as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.