New England Guild Wealth Advisors’s Valero Energy VLO Stock Holding History

New England Guild 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
2022 Q4	$307K	Hold	2,420	–	–	0.16%	57
2022 Q3	$259K	Hold	2,420	–	–	0.16%	60
2022 Q2	$257K	Hold	2,420	–	–	0.16%	64
2022 Q1	$246K	Buy	+2,420	New	+$210K	0.13%	66
2020 Q1	–	Sell	-2,420	Closed	-$227K	–	59
2019 Q4	$227K	Hold	2,420	–	–	0.16%	54
2019 Q3	$206K	Hold	2,420	–	–	0.15%	52
2019 Q2	$207K	Hold	2,420	–	–	0.15%	52
2019 Q1	$205K	Buy	+2,420	New	+$200K	0.16%	50
2018 Q4	–	Sell	-2,420	Closed	-$275K	–	55
2018 Q3	$275K	Hold	2,420	–	–	0.25%	46
2018 Q2	$268K	Hold	2,420	–	–	0.24%	46
2018 Q1	$225K	Hold	2,420	–	–	0.21%	50
2017 Q4	$222K	Buy	+2,420	New	+$200K	0.21%	51

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New England Guild Wealth Advisors's VLO Position: Q4 2022 in Review

New England Guild Wealth Advisors held its Valero Energy (VLO) position steady in Q4 2022 at 2,420 shares worth $307K. The position accounts for 0.16% of the portfolio, ranked #57.

New England Guild Wealth Advisors first reported a position in VLO in Q4 2017 and has held it in 12 quarters since. 1,324 funds tracked by Wall St. Rank hold VLO as of Q4 2022.

New England Guild Wealth Advisors held 2,420 shares of Valero Energy worth $307K as of Q4 2022.
New England Guild Wealth Advisors left its Valero Energy share count unchanged in Q4 2022.
Valero Energy made up 0.16% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #57 holding.
New England Guild Wealth Advisors first reported a position in Valero Energy in Q4 2017 and has held it in 12 quarters since.
1,324 funds tracked by Wall St. Rank held Valero Energy as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.