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Steward Partners Investment Solutions’s Valero Energy VLO Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$2.18M Buy
+12,750
New +$1.83M 0.37% 63

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Steward Partners Investment Solutions's VLO Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Valero Energy (VLO) in Q1 2024: 12,750 shares worth $2.18M. The stake represents 0.37% of the portfolio and ranks #63 among its holdings.

1,526 funds tracked by Wall St. Rank hold VLO as of Q1 2024.

  • Steward Partners Investment Solutions held 12,750 shares of Valero Energy worth $2.18M as of Q1 2024.
  • Valero Energy was a new Steward Partners Investment Solutions position in Q1 2024.
  • Valero Energy made up 0.37% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #63 holding.
  • 1,526 funds tracked by Wall St. Rank held Valero Energy as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.