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Titus Wealth Management’s Valero Energy VLO Stock Holding History

Titus Wealth Management’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
2022
Q2 		$315K Buy
2,962
+94
+3% +$11.1K 0.16% 107
2022
Q1 		$291K Buy
+2,868
New +$249K 0.13% 125
2020
Q1 		– Sell
-3,034
Closed -$284K – 116
2019
Q4 		$284K Buy
3,034
+43
+1% +$4.06K 0.28% 74
2019
Q3 		$255K Hold
2,991
– – 0.23% 79
2019
Q2 		$256K Hold
2,991
– – 0.25% 73
2019
Q1 		$254 Buy
+2,991
New +$247K 0.22% 85

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Titus Wealth Management's VLO Position: Q2 2022 in Review

Titus Wealth Management increased its Valero Energy (VLO) stake by 3.3% in Q2 2022, buying an estimated $11.1K and bringing the position to 2,962 shares worth $315K. The position accounts for 0.16% of the portfolio, ranked #107.

Titus Wealth Management first reported a position in VLO in Q1 2019 and has held it in 6 quarters since. 1,213 funds tracked by Wall St. Rank hold VLO as of Q2 2022.

  • Titus Wealth Management held 2,962 shares of Valero Energy worth $315K as of Q2 2022.
  • Titus Wealth Management bought 94 Valero Energy shares in Q2 2022, an estimated $11.1K.
  • Valero Energy made up 0.16% of Titus Wealth Management's portfolio in Q2 2022, its #107 holding.
  • Titus Wealth Management first reported a position in Valero Energy in Q1 2019 and has held it in 6 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Valero Energy as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.