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Meridian Wealth Advisors’s Valero Energy VLO Stock Holding History

Meridian 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
2023
Q1 		– Sell
-2,362
Closed -$300K – 195
2022
Q4 		$300K Buy
2,362
+16
+0.7% +$2.01K 0.08% 154
2022
Q3 		$251K Buy
2,346
+15
+0.6% +$1.65K 0.07% 162
2022
Q2 		$248K Buy
+2,331
New +$276K 0.07% 172
2021
Q2 		– Sell
-3,727
Closed -$267K – 196
2021
Q1 		$267K Buy
+3,727
New +$253K 0.09% 147
2019
Q1 		– Sell
-759
Closed -$57K – 383
2018
Q4 		$57K Buy
+759
New +$66.7K 0.04% 233

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Meridian Wealth Advisors's VLO Position: Q1 2023 in Review

Meridian Wealth Advisors sold out of Valero Energy (VLO) in Q1 2023, closing a stake of 2,362 shares — an estimated $300K sold.

Meridian Wealth Advisors first reported a position in VLO in Q4 2018 and held it in 5 quarters. The position peaked at $300K in Q4 2022. 1,394 funds tracked by Wall St. Rank hold VLO as of Q1 2023.

  • Meridian Wealth Advisors reported no remaining Valero Energy position as of Q1 2023 after selling out during the quarter.
  • Meridian Wealth Advisors sold 2,362 Valero Energy shares in Q1 2023, an estimated $300K.
  • Meridian Wealth Advisors first reported a position in Valero Energy in Q4 2018 and held it in 5 quarters.
  • Meridian Wealth Advisors's Valero Energy position peaked at $300K in Q4 2022.
  • 1,394 funds tracked by Wall St. Rank held Valero Energy as of Q1 2023.

Based on Meridian Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.