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Prevail Innovative Wealth Advisors’s Valero Energy VLO Stock Holding History

Prevail Innovative 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
2024
Q1 		– Sell
-26,704
Closed -$3.47M – 191
2023
Q4 		$3.47M Buy
26,704
+2,191
+9% +$279K 1.66% 10
2023
Q3 		$3.47M Buy
24,513
+7,801
+47% +$1.02M 1.8% 12
2023
Q2 		$1.96M Buy
+16,712
New +$1.94M 1.07% 31

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Prevail Innovative Wealth Advisors's VLO Position: Q1 2024 in Review

Prevail Innovative Wealth Advisors sold out of Valero Energy (VLO) in Q1 2024, closing a stake of 26,704 shares — an estimated $3.47M sold.

Prevail Innovative Wealth Advisors first reported a position in VLO in Q2 2023 and held it in 3 quarters. The position peaked at $3.47M in Q3 2023. 1,522 funds tracked by Wall St. Rank hold VLO as of Q1 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Valero Energy position as of Q1 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 26,704 Valero Energy shares in Q1 2024, an estimated $3.47M.
  • Prevail Innovative Wealth Advisors first reported a position in Valero Energy in Q2 2023 and held it in 3 quarters.
  • Prevail Innovative Wealth Advisors's Valero Energy position peaked at $3.47M in Q3 2023.
  • 1,522 funds tracked by Wall St. Rank held Valero Energy as of Q1 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.