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Peak Financial Advisors’s Valero Energy VLO Stock Holding History

Peak Financial 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
Q3 		– Sell
-3,159
Closed -$336K – 74
2022
Q2 		$336K Sell
3,159
-4,144
-57% -$491K 0.33% 54
2022
Q1 		$742K Buy
7,303
+136
+2% +$11.8K 0.64% 41
2021
Q4 		$538K Buy
7,167
+2,613
+57% +$195K 0.41% 43
2021
Q3 		$321K Sell
4,554
-1,720
-27% -$114K 0.28% 55
2021
Q2 		$490K Sell
6,274
-1,048
-14% -$81.2K 0.42% 48
2021
Q1 		$524K Buy
7,322
+2,658
+57% +$181K 0.44% 47
2020
Q4 		$264K Buy
+4,664
New +$229K 0.23% 52

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Peak Financial Advisors's VLO Position: Q3 2022 in Review

Peak Financial Advisors sold out of Valero Energy (VLO) in Q3 2022, closing a stake of 3,159 shares — an estimated $336K sold.

Peak Financial Advisors first reported a position in VLO in Q4 2020 and held it in 7 quarters. The position peaked at $742K in Q1 2022. 1,239 funds tracked by Wall St. Rank hold VLO as of Q3 2022.

  • Peak Financial Advisors reported no remaining Valero Energy position as of Q3 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 3,159 Valero Energy shares in Q3 2022, an estimated $336K.
  • Peak Financial Advisors first reported a position in Valero Energy in Q4 2020 and held it in 7 quarters.
  • Peak Financial Advisors's Valero Energy position peaked at $742K in Q1 2022.
  • 1,239 funds tracked by Wall St. Rank held Valero Energy as of Q3 2022.

Based on Peak Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.