Level Financial Advisors’s Valero Energy VLO Stock Holding History

Level 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
2022 Q3	–	Sell	-8	Closed	-$1K	–	347
2022 Q2	$1K	Buy	+8	New	+$947	﹤0.01%	290

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

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

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

Level Financial Advisors's VLO Position: Q3 2022 in Review

Level Financial Advisors sold out of Valero Energy (VLO) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.

Level Financial Advisors first reported a position in VLO in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 1,239 funds tracked by Wall St. Rank hold VLO as of Q3 2022.

Level Financial Advisors reported no remaining Valero Energy position as of Q3 2022 after selling out during the quarter.
Level Financial Advisors sold 8 Valero Energy shares in Q3 2022, an estimated $1K.
Level Financial Advisors first reported a position in Valero Energy in Q2 2022 and held it in 1 quarter.
Level Financial Advisors's Valero Energy position peaked at $1K in Q2 2022.
1,239 funds tracked by Wall St. Rank held Valero Energy as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.