Surevest’s Valero Energy VLO Stock Holding History

Surevest’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	$5K	Hold	49	–	–	﹤0.01%	326
2022 Q2	$5K	Hold	49	–	–	﹤0.01%	342
2022 Q1	$5K	Hold	49	–	–	﹤0.01%	327
2021 Q4	$4K	Buy	+49	New	+$3.65K	﹤0.01%	350

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

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

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

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

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

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

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

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

Surevest's VLO Position: Q3 2022 in Review

Surevest held its Valero Energy (VLO) position steady in Q3 2022 at 49 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Surevest first reported a position in VLO in Q4 2021 and has held it in 4 quarters since. 1,239 funds tracked by Wall St. Rank hold VLO as of Q3 2022.

Surevest held 49 shares of Valero Energy worth $5K as of Q3 2022.
Surevest left its Valero Energy share count unchanged in Q3 2022.
Valero Energy made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #326 holding.
Surevest first reported a position in Valero Energy in Q4 2021 and has held it in 4 quarters since.
1,239 funds tracked by Wall St. Rank held Valero Energy as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.