Meridian Wealth Partners’s Valero Energy VLO Stock Holding History

Meridian Wealth Partners’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
2021 Q2	–	Sell	-88	Closed	-$6K	–	1225
2021 Q1	$6K	Buy	+88	New	+$5.98K	﹤0.01%	643

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Meridian Wealth Partners's VLO Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Valero Energy (VLO) in Q2 2021, closing a stake of 88 shares — an estimated $6K sold.

Meridian Wealth Partners first reported a position in VLO in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 1,043 funds tracked by Wall St. Rank hold VLO as of Q2 2021.

Meridian Wealth Partners reported no remaining Valero Energy position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 88 Valero Energy shares in Q2 2021, an estimated $6K.
Meridian Wealth Partners first reported a position in Valero Energy in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Valero Energy position peaked at $6K in Q1 2021.
1,043 funds tracked by Wall St. Rank held Valero Energy as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.