Prostatis Group’s Valero Energy VLO Stock Holding History

Prostatis 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
2023 Q3	–	Sell	-32,023	Closed	-$32K	–	240
2023 Q2	$32K	Buy	+32,023	New	+$3.72M	0.01%	208

Other funds holding VLO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prostatis Group's VLO Position: Q3 2023 in Review

Prostatis Group sold out of Valero Energy (VLO) in Q3 2023, closing a stake of 32,023 shares — an estimated $32K sold.

Prostatis Group first reported a position in VLO in Q2 2023 and held it in 1 quarter. The position peaked at $32K in Q2 2023. 1,371 funds tracked by Wall St. Rank hold VLO as of Q3 2023.

Prostatis Group reported no remaining Valero Energy position as of Q3 2023 after selling out during the quarter.
Prostatis Group sold 32,023 Valero Energy shares in Q3 2023, an estimated $32K.
Prostatis Group first reported a position in Valero Energy in Q2 2023 and held it in 1 quarter.
Prostatis Group's Valero Energy position peaked at $32K in Q2 2023.
1,371 funds tracked by Wall St. Rank held Valero Energy as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.