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Sound Financial Strategies Group’s Valero Energy VLO Stock Holding History

Sound Financial Strategies 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
2022
Q1 		– Sell
-9,270
Closed -$696K – 108
2021
Q4 		$696K Sell
9,270
-126
-1% -$9.38K 0.35% 45
2021
Q3 		$663K Buy
9,396
+1,122
+14% +$74.7K 0.33% 35
2021
Q2 		$646K Buy
+8,274
New +$641K 0.32% 27

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sound Financial Strategies Group's VLO Position: Q1 2022 in Review

Sound Financial Strategies Group sold out of Valero Energy (VLO) in Q1 2022, closing a stake of 9,270 shares — an estimated $696K sold.

Sound Financial Strategies Group first reported a position in VLO in Q2 2021 and held it in 3 quarters. The position peaked at $696K in Q4 2021. 1,172 funds tracked by Wall St. Rank hold VLO as of Q1 2022.

  • Sound Financial Strategies Group reported no remaining Valero Energy position as of Q1 2022 after selling out during the quarter.
  • Sound Financial Strategies Group sold 9,270 Valero Energy shares in Q1 2022, an estimated $696K.
  • Sound Financial Strategies Group first reported a position in Valero Energy in Q2 2021 and held it in 3 quarters.
  • Sound Financial Strategies Group's Valero Energy position peaked at $696K in Q4 2021.
  • 1,172 funds tracked by Wall St. Rank held Valero Energy as of Q1 2022.

Based on Sound Financial Strategies Group's 13F filing for Q1 2022, filed 5 May 2022.