Norris Financial Group’s Valero Energy VLO Stock Holding History

Norris Financial Group’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 Q3	–	Sell	-2,425	Closed	-$258K	–	71
2022 Q2	$258K	Buy	+2,425	New	+$287K	0.21%	55

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norris Financial Group's VLO Position: Q3 2022 in Review

Norris Financial Group sold out of Valero Energy (VLO) in Q3 2022, closing a stake of 2,425 shares — an estimated $258K sold.

Norris Financial Group first reported a position in VLO in Q2 2022 and held it in 1 quarter. The position peaked at $258K in Q2 2022. 1,239 funds tracked by Wall St. Rank hold VLO as of Q3 2022.

Norris Financial Group reported no remaining Valero Energy position as of Q3 2022 after selling out during the quarter.
Norris Financial Group sold 2,425 Valero Energy shares in Q3 2022, an estimated $258K.
Norris Financial Group first reported a position in Valero Energy in Q2 2022 and held it in 1 quarter.
Norris Financial Group's Valero Energy position peaked at $258K in Q2 2022.
1,239 funds tracked by Wall St. Rank held Valero Energy as of Q3 2022.

Based on Norris Financial Group's 13F filing for Q3 2022, filed 20 May 2026.