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SYSTM Wealth Solutions’s Valero Energy VLO Stock Holding History

SYSTM Wealth 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
Q3 		$75.1K Sell
556
-14,335
-96% -$2.08M 2.28% 23
2024
Q2 		$2.33M Buy
14,891
+661
+5% +$107K 0.52% 66
2024
Q1 		$2.43M Buy
+14,230
New +$2.04M 0.31% 95

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SYSTM Wealth Solutions's VLO Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Valero Energy (VLO) stake by 96% in Q3 2024, selling an estimated $2.08M and leaving 556 shares worth $75.1K. The position accounts for 2.28% of the portfolio, ranked #23.

SYSTM Wealth Solutions first reported a position in VLO in Q1 2024 and has held it in 3 quarters since. The position peaked at $2.43M in Q1 2024. 1,445 funds tracked by Wall St. Rank hold VLO as of Q3 2024.

  • SYSTM Wealth Solutions held 556 shares of Valero Energy worth $75.1K as of Q3 2024.
  • SYSTM Wealth Solutions sold 14,335 Valero Energy shares in Q3 2024, an estimated $2.08M.
  • Valero Energy made up 2.28% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #23 holding.
  • SYSTM Wealth Solutions first reported a position in Valero Energy in Q1 2024 and has held it in 3 quarters since.
  • SYSTM Wealth Solutions's Valero Energy position peaked at $2.43M in Q1 2024.
  • 1,445 funds tracked by Wall St. Rank held Valero Energy as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.