My Personal CFO LLC’s Valero Energy VLO Stock Holding History

My Personal CFO LLC’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	-16	Closed	-$2.03K	–	795
2022 Q4	$2.03K	Buy	+16	New	+$2.01K	﹤0.01%	513

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

My Personal CFO LLC's VLO Position: Q1 2023 in Review

My Personal CFO LLC sold out of Valero Energy (VLO) in Q1 2023, closing a stake of 16 shares — an estimated $2.03K sold.

My Personal CFO LLC first reported a position in VLO in Q4 2022 and held it in 1 quarter. The position peaked at $2.03K in Q4 2022. 1,394 funds tracked by Wall St. Rank hold VLO as of Q1 2023.

My Personal CFO LLC reported no remaining Valero Energy position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 16 Valero Energy shares in Q1 2023, an estimated $2.03K.
My Personal CFO LLC first reported a position in Valero Energy in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Valero Energy position peaked at $2.03K in Q4 2022.
1,394 funds tracked by Wall St. Rank held Valero Energy as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.