Retirement Group’s Valero Energy VLO Stock Holding History

Retirement 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	-22	Closed	-$2.58K	–	832
2023 Q2	$2.58K	Hold	22	–	–	﹤0.01%	594
2023 Q1	$3K	Hold	22	–	–	﹤0.01%	566
2022 Q4	$3K	Hold	22	–	–	﹤0.01%	503
2022 Q3	$2K	Buy	22 +10	+83%	+$1.1K	﹤0.01%	419
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	721
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	718
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	687
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	604
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	644
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	712
2020 Q4	$0	Hold	12	–	–	﹤0.01%	741
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	638
2020 Q2	$1K	Buy	+12	New	+$717	﹤0.01%	623
2019 Q4	$1K	Buy	+12	New	+$1.13K	﹤0.01%	629

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

Retirement Group's VLO Position: Q3 2023 in Review

Retirement Group sold out of Valero Energy (VLO) in Q3 2023, closing a stake of 22 shares — an estimated $2.58K sold.

Retirement Group first reported a position in VLO in Q4 2019 and held it in 14 quarters. The position peaked at $3K in Q1 2023. 1,371 funds tracked by Wall St. Rank hold VLO as of Q3 2023.

Retirement Group reported no remaining Valero Energy position as of Q3 2023 after selling out during the quarter.
Retirement Group sold 22 Valero Energy shares in Q3 2023, an estimated $2.58K.
Retirement Group first reported a position in Valero Energy in Q4 2019 and held it in 14 quarters.
Retirement Group's Valero Energy position peaked at $3K in Q1 2023.
1,371 funds tracked by Wall St. Rank held Valero Energy as of Q3 2023.

Based on Retirement Group's 13F filing for Q3 2023, filed 6 Nov 2023.