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Naples Money Management’s Valero Energy VLO Stock Holding History

Naples Money 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
Q3 		$9.45K Hold
70
– – 0.01% 193
2024
Q2 		$11.1K Hold
70
– – 0.01% 179
2024
Q1 		$11.9K Hold
70
– – 0.01% 182
2023
Q4 		$9.1K Buy
+70
New +$8.91K 0.01% 214

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
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

Naples Money Management's VLO Position: Q3 2024 in Review

Naples Money Management held its Valero Energy (VLO) position steady in Q3 2024 at 70 shares worth $9.45K. The position accounts for 0.01% of the portfolio, ranked #193.

Naples Money Management first reported a position in VLO in Q4 2023 and has held it in 4 quarters since. The position peaked at $11.9K in Q1 2024. 1,446 funds tracked by Wall St. Rank hold VLO as of Q3 2024.

  • Naples Money Management held 70 shares of Valero Energy worth $9.45K as of Q3 2024.
  • Naples Money Management left its Valero Energy share count unchanged in Q3 2024.
  • Valero Energy made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #193 holding.
  • Naples Money Management first reported a position in Valero Energy in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Valero Energy position peaked at $11.9K in Q1 2024.
  • 1,446 funds tracked by Wall St. Rank held Valero Energy as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.