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SpiderRock Advisors’s Valero Energy VLO Stock Holding History

SpiderRock 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
Q3 		$998K Buy
7,389
+431
+6% +$62.6K 0.02% 470
2024
Q2 		$1.09M Buy
6,958
+42
+0.6% +$6.78K 0.02% 393
2024
Q1 		$1.15M Buy
+6,916
New +$991K 0.03% 384
2017
Q2 		– Hold
0
– – – 194
2017
Q1 		– Hold
0
– – – 123

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SpiderRock Advisors's VLO Position: Q3 2024 in Review

SpiderRock Advisors increased its Valero Energy (VLO) stake by 6.2% in Q3 2024, buying an estimated $62.6K and bringing the position to 7,389 shares worth $998K. The position accounts for 0.02% of the portfolio, ranked #470.

SpiderRock Advisors first reported a position in VLO in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.15M in Q1 2024. 1,449 funds tracked by Wall St. Rank hold VLO as of Q3 2024.

  • SpiderRock Advisors held 7,389 shares of Valero Energy worth $998K as of Q3 2024.
  • SpiderRock Advisors bought 431 Valero Energy shares in Q3 2024, an estimated $62.6K.
  • Valero Energy made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #470 holding.
  • SpiderRock Advisors first reported a position in Valero Energy in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Valero Energy position peaked at $1.15M in Q1 2024.
  • 1,449 funds tracked by Wall St. Rank held Valero Energy as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.