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Merriman Wealth Management’s Valero Energy VLO Stock Holding History

Merriman Wealth 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
2024
Q2 		– Sell
-1,215
Closed -$207K – 215
2024
Q1 		$207K Buy
+1,215
New +$174K 0.01% 196
2018
Q4 		– Sell
-1,972
Closed -$224K – 212
2018
Q3 		$224K Hold
1,972
– – 0.05% 161
2018
Q2 		$219K Buy
+1,972
New +$221K 0.05% 154

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Merriman Wealth Management's VLO Position: Q2 2024 in Review

Merriman Wealth Management sold out of Valero Energy (VLO) in Q2 2024, closing a stake of 1,215 shares — an estimated $207K sold.

Merriman Wealth Management first reported a position in VLO in Q2 2018 and held it in 3 quarters. The position peaked at $224K in Q3 2018. 1,469 funds tracked by Wall St. Rank hold VLO as of Q2 2024.

  • Merriman Wealth Management reported no remaining Valero Energy position as of Q2 2024 after selling out during the quarter.
  • Merriman Wealth Management sold 1,215 Valero Energy shares in Q2 2024, an estimated $207K.
  • Merriman Wealth Management first reported a position in Valero Energy in Q2 2018 and held it in 3 quarters.
  • Merriman Wealth Management's Valero Energy position peaked at $224K in Q3 2018.
  • 1,469 funds tracked by Wall St. Rank held Valero Energy as of Q2 2024.

Based on Merriman Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.