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Resurgent Financial Advisors’s Valero Energy VLO Stock Holding History

Resurgent Financial 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
-162
Closed -$21.1K – 470
2023
Q4 		$21.1K Buy
162
+2
+1% +$254 0.01% 484
2023
Q3 		$22.7K Sell
160
-34
-18% -$4.45K 0.02% 459
2023
Q2 		$22.8K Sell
194
-7,283
-97% -$846K 0.02% 475
2023
Q1 		$1.04M Buy
7,477
+804
+12% +$108K 0.69% 36
2022
Q4 		$847K Buy
6,673
+245
+4% +$30.8K 0.45% 52
2022
Q3 		$687K Sell
6,428
-26
-0.4% -$2.86K 0.46% 58
2022
Q2 		$686K Buy
+6,454
New +$764K 0.44% 65

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

Resurgent Financial Advisors's VLO Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Valero Energy (VLO) in Q1 2024, closing a stake of 162 shares — an estimated $21.1K sold.

Resurgent Financial Advisors first reported a position in VLO in Q2 2022 and held it in 7 quarters. The position peaked at $1.04M in Q1 2023. 1,521 funds tracked by Wall St. Rank hold VLO as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Valero Energy position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 162 Valero Energy shares in Q1 2024, an estimated $21.1K.
  • Resurgent Financial Advisors first reported a position in Valero Energy in Q2 2022 and held it in 7 quarters.
  • Resurgent Financial Advisors's Valero Energy position peaked at $1.04M in Q1 2023.
  • 1,521 funds tracked by Wall St. Rank held Valero Energy as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.