Summit Wealth Group’s Valero Energy VLO Stock Holding History

Summit Wealth 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
2021 Q3	–	Sell	-201	Closed	-$16K	–	210
2021 Q2	$16K	Hold	201	–	–	0.02%	85
2021 Q1	$14K	Buy	+201	New	+$13.7K	0.02%	87

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Summit Wealth Group's VLO Position: Q3 2021 in Review

Summit Wealth Group sold out of Valero Energy (VLO) in Q3 2021, closing a stake of 201 shares — an estimated $16K sold.

Summit Wealth Group first reported a position in VLO in Q1 2021 and held it in 2 quarters. The position peaked at $16K in Q2 2021. 994 funds tracked by Wall St. Rank hold VLO as of Q3 2021.

Summit Wealth Group reported no remaining Valero Energy position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 201 Valero Energy shares in Q3 2021, an estimated $16K.
Summit Wealth Group first reported a position in Valero Energy in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Valero Energy position peaked at $16K in Q2 2021.
994 funds tracked by Wall St. Rank held Valero Energy as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.