Meitav Investment House’s Valero Energy VLO Stock Holding History

Meitav Investment House’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 Q3	–	Sell	-380	Closed	-$44.3K	–	513
2023 Q2	$44.3K	Buy	+380	New	+$44.2K	﹤0.01%	450
2020 Q4	–	Sell	-62,530	Closed	-$2.71M	–	469
2020 Q3	$2.71M	Sell	62,530 -198,787	-76%	-$10.4M	0.13%	92
2020 Q2	$15.4M	Buy	261,317 +94,548	+57%	+$5.65M	0.92%	47
2020 Q1	$7.57M	Buy	+166,769	New	+$12.1M	0.56%	56
2019 Q1	–	Sell	-127,510	Closed	-$9.56M	–	413
2018 Q4	$9.56M	Buy	+127,510	New	+$11.2M	0.59%	53
2018 Q1	–	Sell	-80,243	Closed	-$7.38M	–	364
2017 Q4	$7.38M	Buy	+80,243	New	+$6.62M	0.43%	62

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meitav Investment House's VLO Position: Q3 2023 in Review

Meitav Investment House sold out of Valero Energy (VLO) in Q3 2023, closing a stake of 380 shares — an estimated $44.3K sold.

Meitav Investment House first reported a position in VLO in Q4 2017 and held it in 6 quarters. The position peaked at $15.4M in Q2 2020. 1,371 funds tracked by Wall St. Rank hold VLO as of Q3 2023.

Meitav Investment House reported no remaining Valero Energy position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 380 Valero Energy shares in Q3 2023, an estimated $44.3K.
Meitav Investment House first reported a position in Valero Energy in Q4 2017 and held it in 6 quarters.
Meitav Investment House's Valero Energy position peaked at $15.4M in Q2 2020.
1,371 funds tracked by Wall St. Rank held Valero Energy as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.