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Precision Wealth Strategies’s Valero Energy VLO Stock Holding History

Precision Wealth Strategies’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
Q2 		– Sell
-2,312
Closed -$235K – 184
2022
Q1 		$235K Buy
+2,312
New +$201K 0.14% 149

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Precision Wealth Strategies's VLO Position: Q2 2022 in Review

Precision Wealth Strategies sold out of Valero Energy (VLO) in Q2 2022, closing a stake of 2,312 shares — an estimated $235K sold.

Precision Wealth Strategies first reported a position in VLO in Q1 2022 and held it in 1 quarter. The position peaked at $235K in Q1 2022. 1,213 funds tracked by Wall St. Rank hold VLO as of Q2 2022.

  • Precision Wealth Strategies reported no remaining Valero Energy position as of Q2 2022 after selling out during the quarter.
  • Precision Wealth Strategies sold 2,312 Valero Energy shares in Q2 2022, an estimated $235K.
  • Precision Wealth Strategies first reported a position in Valero Energy in Q1 2022 and held it in 1 quarter.
  • Precision Wealth Strategies's Valero Energy position peaked at $235K in Q1 2022.
  • 1,213 funds tracked by Wall St. Rank held Valero Energy as of Q2 2022.

Based on Precision Wealth Strategies's 13F filing for Q2 2022, filed 14 Jul 2022.