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Peterson Financial Group’s Valero Energy VLO Stock Holding History

Peterson 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
2024
Q3 		$28.1K Buy
+208
New +$30.2K 0.11% 129

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 $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Peterson Financial Group's VLO Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Valero Energy (VLO) in Q3 2024: 208 shares worth $28.1K. The stake represents 0.11% of the portfolio and ranks #129 among its holdings.

1,450 funds tracked by Wall St. Rank hold VLO as of Q3 2024.

  • Peterson Financial Group held 208 shares of Valero Energy worth $28.1K as of Q3 2024.
  • Valero Energy was a new Peterson Financial Group position in Q3 2024.
  • Valero Energy made up 0.11% of Peterson Financial Group's portfolio in Q3 2024, its #129 holding.
  • 1,450 funds tracked by Wall St. Rank held Valero Energy as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.