LWA
VLO icon

Lineweaver Wealth Advisors’s Valero Energy VLO Stock Holding History

Lineweaver Wealth 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
-4,891
Closed -$519K – 133
2022
Q2 		$519K Buy
+4,891
New +$579K 0.17% 80

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lineweaver Wealth Advisors's VLO Position: Q3 2022 in Review

Lineweaver Wealth Advisors sold out of Valero Energy (VLO) in Q3 2022, closing a stake of 4,891 shares — an estimated $519K sold.

Lineweaver Wealth Advisors first reported a position in VLO in Q2 2022 and held it in 1 quarter. The position peaked at $519K in Q2 2022. 1,239 funds tracked by Wall St. Rank hold VLO as of Q3 2022.

  • Lineweaver Wealth Advisors reported no remaining Valero Energy position as of Q3 2022 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 4,891 Valero Energy shares in Q3 2022, an estimated $519K.
  • Lineweaver Wealth Advisors first reported a position in Valero Energy in Q2 2022 and held it in 1 quarter.
  • Lineweaver Wealth Advisors's Valero Energy position peaked at $519K in Q2 2022.
  • 1,239 funds tracked by Wall St. Rank held Valero Energy as of Q3 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.