Tempus Wealth Planning’s Valero Energy VLO Stock Holding History

Tempus Wealth Planning’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
2023 Q2	–	Sell	-1,591	Closed	-$222K	–	195
2023 Q1	$222K	Buy	1,591 +13	+0.8%	+$1.75K	0.11%	159
2022 Q4	$200K	Buy	+1,578	New	+$198K	0.12%	175

Other funds holding VLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tempus Wealth Planning's VLO Position: Q2 2023 in Review

Tempus Wealth Planning sold out of Valero Energy (VLO) in Q2 2023, closing a stake of 1,591 shares — an estimated $222K sold.

Tempus Wealth Planning first reported a position in VLO in Q4 2022 and held it in 2 quarters. The position peaked at $222K in Q1 2023. 1,340 funds tracked by Wall St. Rank hold VLO as of Q2 2023.

Tempus Wealth Planning reported no remaining Valero Energy position as of Q2 2023 after selling out during the quarter.
Tempus Wealth Planning sold 1,591 Valero Energy shares in Q2 2023, an estimated $222K.
Tempus Wealth Planning first reported a position in Valero Energy in Q4 2022 and held it in 2 quarters.
Tempus Wealth Planning's Valero Energy position peaked at $222K in Q1 2023.
1,340 funds tracked by Wall St. Rank held Valero Energy as of Q2 2023.

Based on Tempus Wealth Planning's 13F filing for Q2 2023, filed 21 Jul 2023.