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Maple Capital Management’s Valero Energy VLO Stock Holding History

Maple Capital Management’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
2023
Q2 		– Sell
-1,773
Closed -$248K – 101
2023
Q1 		$248K Sell
1,773
-74
-4% -$9.94K 0.03% 84
2022
Q4 		$234K Sell
1,847
-253
-12% -$31.8K 0.03% 85
2022
Q3 		$287K Sell
2,100
-23
-1% -$2.53K 0.04% 81
2022
Q2 		$226K Buy
2,123
+69
+3% +$8.17K 0.03% 86
2022
Q1 		$209K Buy
+2,054
New +$178K 0.02% 100
2021
Q1 		– Sell
-38,077
Closed -$2.15M – 102
2020
Q4 		$2.15M Buy
38,077
+147
+0.4% +$7.21K 0.33% 44
2020
Q3 		$1.93M Buy
37,930
+1,949
+5% +$102K 0.31% 44
2020
Q2 		$2.12M Buy
35,981
+4,589
+15% +$274K 0.41% 43
2020
Q1 		$1.42M Buy
+31,392
New +$2.28M 0.36% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Maple Capital Management's VLO Position: Q2 2023 in Review

Maple Capital Management sold out of Valero Energy (VLO) in Q2 2023, closing a stake of 1,773 shares — an estimated $248K sold.

Maple Capital Management first reported a position in VLO in Q1 2020 and held it in 9 quarters. The position peaked at $2.15M in Q4 2020. 1,340 funds tracked by Wall St. Rank hold VLO as of Q2 2023.

  • Maple Capital Management reported no remaining Valero Energy position as of Q2 2023 after selling out during the quarter.
  • Maple Capital Management sold 1,773 Valero Energy shares in Q2 2023, an estimated $248K.
  • Maple Capital Management first reported a position in Valero Energy in Q1 2020 and held it in 9 quarters.
  • Maple Capital Management's Valero Energy position peaked at $2.15M in Q4 2020.
  • 1,340 funds tracked by Wall St. Rank held Valero Energy as of Q2 2023.

Based on Maple Capital Management's 13F filing for Q2 2023, filed 14 Jul 2023.