SIAP
VLO icon

Sterling Investment Advisors (Pennsylvania)’s Valero Energy VLO Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-1,100
Closed -$117K – 506
2022
Q2 		$117K Buy
+1,100
New +$130K 0.04% 165

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s VLO Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Valero Energy (VLO) in Q3 2022, closing a stake of 1,100 shares — an estimated $117K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in VLO in Q2 2022 and held it in 1 quarter. The position peaked at $117K in Q2 2022. 1,240 funds tracked by Wall St. Rank hold VLO as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Valero Energy position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,100 Valero Energy shares in Q3 2022, an estimated $117K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Valero Energy in Q2 2022 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Valero Energy position peaked at $117K in Q2 2022.
  • 1,240 funds tracked by Wall St. Rank held Valero Energy as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.