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SAM
SignalPoint Asset Management’s
Valero Energy
VLO
Stock Holding History
SignalPoint Asset Management’s Portfolio
VLO Stock Details
VLO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
$360K
Buy
2,937
+1
+0%
+$134
0.09%
171
2024
Q3
$399K
Buy
2,936
+1
+0%
+$145
0.09%
175
2024
Q2
$460K
Buy
2,935
+1
+0%
+$161
0.12%
157
2024
Q1
$501K
Buy
2,934
+1
+0%
+$143
0.14%
142
2023
Q4
$381K
Buy
2,933
+2
+0.1%
+$254
0.11%
160
2023
Q3
$415K
Buy
2,931
+1
+0%
+$131
0.13%
140
2023
Q2
$344K
Sell
2,930
-519
-15%
-$60.3K
0.11%
167
2023
Q1
$482K
Buy
3,449
+34
+1%
+$4.57K
0.15%
129
2022
Q4
$433K
Buy
3,415
+17
+0.5%
+$2.13K
0.15%
137
2022
Q3
$363K
Buy
3,398
+1
+0%
+$110
0.14%
142
2022
Q2
$361K
Buy
3,397
+947
+39%
+$112K
0.13%
148
2022
Q1
$249K
Buy
+2,450
New
+$213K
0.08%
196
Other funds holding VLO
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Koshinski Asset Management
Decatur, Illinois
$1.6B AUM
20.7%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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