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Purus Wealth Management’s Valero Energy VLO Stock Holding History

Purus Wealth Management’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
-2,393
Closed -$311K – 128
2023
Q4 		$311K Buy
2,393
+18
+0.8% +$2.29K 0.18% 90
2023
Q3 		$337K Buy
2,375
+16
+0.7% +$2.1K 0.23% 78
2023
Q2 		$277K Buy
2,359
+121
+5% +$14.1K 0.18% 94
2023
Q1 		$312K Buy
2,238
+18
+0.8% +$2.42K 0.25% 80
2022
Q4 		$282K Buy
2,220
+19
+0.9% +$2.38K 0.26% 87
2022
Q3 		$235K Buy
2,201
+19
+0.9% +$2.09K 0.22% 91
2022
Q2 		$232K Buy
2,182
+14
+0.6% +$1.66K 0.21% 92
2022
Q1 		$220K Buy
+2,168
New +$188K 0.15% 104

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

Purus Wealth Management's VLO Position: Q1 2024 in Review

Purus Wealth Management sold out of Valero Energy (VLO) in Q1 2024, closing a stake of 2,393 shares — an estimated $311K sold.

Purus Wealth Management first reported a position in VLO in Q1 2022 and held it in 8 quarters. The position peaked at $337K in Q3 2023. 1,521 funds tracked by Wall St. Rank hold VLO as of Q1 2024.

  • Purus Wealth Management reported no remaining Valero Energy position as of Q1 2024 after selling out during the quarter.
  • Purus Wealth Management sold 2,393 Valero Energy shares in Q1 2024, an estimated $311K.
  • Purus Wealth Management first reported a position in Valero Energy in Q1 2022 and held it in 8 quarters.
  • Purus Wealth Management's Valero Energy position peaked at $337K in Q3 2023.
  • 1,521 funds tracked by Wall St. Rank held Valero Energy as of Q1 2024.

Based on Purus Wealth Management's 13F filing for Q1 2024, filed 12 Apr 2024.