The Family Firm’s Valero Energy VLO Stock Holding History

The Family Firm’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	–	Sell	-738	Closed	-$116K	–	817
2024 Q2	$116K	Buy	+738	New	+$119K	0.03%	255

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

The Family Firm's VLO Position: Q3 2024 in Review

The Family Firm sold out of Valero Energy (VLO) in Q3 2024, closing a stake of 738 shares — an estimated $116K sold.

The Family Firm first reported a position in VLO in Q2 2024 and held it in 1 quarter. The position peaked at $116K in Q2 2024. 1,445 funds tracked by Wall St. Rank hold VLO as of Q3 2024.

The Family Firm reported no remaining Valero Energy position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 738 Valero Energy shares in Q3 2024, an estimated $116K.
The Family Firm first reported a position in Valero Energy in Q2 2024 and held it in 1 quarter.
The Family Firm's Valero Energy position peaked at $116K in Q2 2024.
1,445 funds tracked by Wall St. Rank held Valero Energy as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.