Marcum Wealth’s Valero Energy VLO Stock Holding History

Marcum Wealth’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	-1,194	Closed	-$204K	–	410
2024 Q1	$204K	Buy	+1,194	New	+$171K	0.02%	340

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Marcum Wealth's VLO Position: Q2 2024 in Review

Marcum Wealth sold out of Valero Energy (VLO) in Q2 2024, closing a stake of 1,194 shares — an estimated $204K sold.

Marcum Wealth first reported a position in VLO in Q1 2024 and held it in 1 quarter. The position peaked at $204K in Q1 2024. 1,469 funds tracked by Wall St. Rank hold VLO as of Q2 2024.

Marcum Wealth reported no remaining Valero Energy position as of Q2 2024 after selling out during the quarter.
Marcum Wealth sold 1,194 Valero Energy shares in Q2 2024, an estimated $204K.
Marcum Wealth first reported a position in Valero Energy in Q1 2024 and held it in 1 quarter.
Marcum Wealth's Valero Energy position peaked at $204K in Q1 2024.
1,469 funds tracked by Wall St. Rank held Valero Energy as of Q2 2024.

Based on Marcum Wealth's 13F filing for Q2 2024, filed 2 Jul 2024.