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Legend Financial Advisors’s Valero Energy VLO Stock Holding History

Legend Financial Advisors’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
Q2 		– Sell
-200
Closed -$34.1K – 295
2024
Q1 		$34.1K Hold
200
– – 0.02% 71
2023
Q4 		$26K Hold
200
– – 0.02% 77
2023
Q3 		$28.3K Hold
200
– – 0.02% 82
2023
Q2 		$23.5K Hold
200
– – 0.02% 94
2023
Q1 		$27.9K Hold
200
– – 0.02% 83
2022
Q4 		$25.4K Hold
200
– – 0.02% 99
2022
Q3 		$21.4K Buy
+200
New +$22K 0.02% 96

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

Legend Financial Advisors's VLO Position: Q2 2024 in Review

Legend Financial Advisors sold out of Valero Energy (VLO) in Q2 2024, closing a stake of 200 shares — an estimated $34.1K sold.

Legend Financial Advisors first reported a position in VLO in Q3 2022 and held it in 7 quarters. The position peaked at $34.1K in Q1 2024. 1,469 funds tracked by Wall St. Rank hold VLO as of Q2 2024.

  • Legend Financial Advisors reported no remaining Valero Energy position as of Q2 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 200 Valero Energy shares in Q2 2024, an estimated $34.1K.
  • Legend Financial Advisors first reported a position in Valero Energy in Q3 2022 and held it in 7 quarters.
  • Legend Financial Advisors's Valero Energy position peaked at $34.1K in Q1 2024.
  • 1,469 funds tracked by Wall St. Rank held Valero Energy as of Q2 2024.

Based on Legend Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.