Tobias Financial Advisors’s Valero Energy VLO Stock Holding History

Tobias Financial 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 Q3	–	Sell	-1,798	Closed	-$211K	–	98
2023 Q2	$211K	Buy	+1,798	New	+$209K	0.06%	91

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

Norges Bank Oslo, Norway $935B AUM

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

Tobias Financial Advisors's VLO Position: Q3 2023 in Review

Tobias Financial Advisors sold out of Valero Energy (VLO) in Q3 2023, closing a stake of 1,798 shares — an estimated $211K sold.

Tobias Financial Advisors first reported a position in VLO in Q2 2023 and held it in 1 quarter. The position peaked at $211K in Q2 2023. 1,371 funds tracked by Wall St. Rank hold VLO as of Q3 2023.

Tobias Financial Advisors reported no remaining Valero Energy position as of Q3 2023 after selling out during the quarter.
Tobias Financial Advisors sold 1,798 Valero Energy shares in Q3 2023, an estimated $211K.
Tobias Financial Advisors first reported a position in Valero Energy in Q2 2023 and held it in 1 quarter.
Tobias Financial Advisors's Valero Energy position peaked at $211K in Q2 2023.
1,371 funds tracked by Wall St. Rank held Valero Energy as of Q3 2023.

Based on Tobias Financial Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.