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TFO Wealth Partners’s Valero Energy VLO Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-6
Closed -$1.02K – 719
2024
Q1 		$1.02K Hold
6
– – ﹤0.01% 162
2023
Q4 		$780 Sell
6
-8
-57% -$1.02K ﹤0.01% 244
2023
Q3 		$1.64K Buy
14
+8
+133% +$1.05K ﹤0.01% 222
2023
Q2 		$704 Hold
6
– – ﹤0.01% 235
2023
Q1 		$838 Buy
6
+1
+20% +$134 ﹤0.01% 182
2022
Q4 		$119 Buy
+5
New +$628 ﹤0.01% 742
2022
Q3 		– Sell
-34
Closed -$4K – 486
2022
Q2 		$4K Sell
34
-801
-96% -$94.8K ﹤0.01% 242
2022
Q1 		$85K Buy
+835
New +$72.4K 0.02% 60

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFO Wealth Partners's VLO Position: Q2 2024 in Review

TFO Wealth Partners sold out of Valero Energy (VLO) in Q2 2024, closing a stake of 6 shares — an estimated $1.02K sold.

TFO Wealth Partners first reported a position in VLO in Q1 2022 and held it in 8 quarters. The position peaked at $85K in Q1 2022. 1,469 funds tracked by Wall St. Rank hold VLO as of Q2 2024.

  • TFO Wealth Partners reported no remaining Valero Energy position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 6 Valero Energy shares in Q2 2024, an estimated $1.02K.
  • TFO Wealth Partners first reported a position in Valero Energy in Q1 2022 and held it in 8 quarters.
  • TFO Wealth Partners's Valero Energy position peaked at $85K in Q1 2022.
  • 1,469 funds tracked by Wall St. Rank held Valero Energy as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.