Strategic Investment Advisors’s Valero Energy VLO Stock Holding History

Strategic Investment 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 Q1	–	Sell	-7,777	Closed	-$1.01M	–	256
2023 Q4	$1.01M	Sell	7,777 -290	-4%	-$36.9K	0.15%	97
2023 Q3	$1.14M	Buy	8,067 +372	+5%	+$48.7K	0.19%	82
2023 Q2	$903K	Sell	7,695 -381	-5%	-$44.3K	0.13%	82
2023 Q1	$1.13M	Buy	+8,076	New	+$1.08M	0.2%	73

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Strategic Investment Advisors's VLO Position: Q1 2024 in Review

Strategic Investment Advisors sold out of Valero Energy (VLO) in Q1 2024, closing a stake of 7,777 shares — an estimated $1.01M sold.

Strategic Investment Advisors first reported a position in VLO in Q1 2023 and held it in 4 quarters. The position peaked at $1.14M in Q3 2023. 1,521 funds tracked by Wall St. Rank hold VLO as of Q1 2024.

Strategic Investment Advisors reported no remaining Valero Energy position as of Q1 2024 after selling out during the quarter.
Strategic Investment Advisors sold 7,777 Valero Energy shares in Q1 2024, an estimated $1.01M.
Strategic Investment Advisors first reported a position in Valero Energy in Q1 2023 and held it in 4 quarters.
Strategic Investment Advisors's Valero Energy position peaked at $1.14M in Q3 2023.
1,521 funds tracked by Wall St. Rank held Valero Energy as of Q1 2024.

Based on Strategic Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.