Ten Capital Wealth Advisors’s Valero Energy VLO Stock Holding History

Ten Capital Wealth 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
2023 Q2	$135K	Buy	1,158 +213	+23%	+$24.8K	0.04%	163
2023 Q1	$132K	Buy	945 +937	+11,713%	+$126K	0.04%	139
2022 Q4	$1.01K	Buy	+8	New	+$1K	﹤0.01%	476
2021 Q3	–	Sell	-13	Closed	-$1K	–	510
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	460
2021 Q1	$0	Hold	13	–	–	﹤0.01%	401
2020 Q4	$1K	Buy	+13	New	+$638	﹤0.01%	357

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Norges Bank Oslo, Norway $935B AUM

Ten Capital Wealth Advisors's VLO Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Valero Energy (VLO) stake by 23% in Q2 2023, buying an estimated $24.8K and bringing the position to 1,158 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #163.

Ten Capital Wealth Advisors first reported a position in VLO in Q4 2020 and has held it in 6 quarters since. 1,340 funds tracked by Wall St. Rank hold VLO as of Q2 2023.

Ten Capital Wealth Advisors held 1,158 shares of Valero Energy worth $135K as of Q2 2023.
Ten Capital Wealth Advisors bought 213 Valero Energy shares in Q2 2023, an estimated $24.8K.
Valero Energy made up 0.04% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #163 holding.
Ten Capital Wealth Advisors first reported a position in Valero Energy in Q4 2020 and has held it in 6 quarters since.
1,340 funds tracked by Wall St. Rank held Valero Energy as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.