Total Clarity Wealth Management’s Valero Energy VLO Stock Holding History

Total Clarity 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
2023 Q1	–	Sell	-2,013	Closed	-$255K	–	246
2022 Q4	$255K	Hold	2,013	–	–	0.13%	183
2022 Q3	$215K	Hold	2,013	–	–	0.13%	202
2022 Q2	$214K	Sell	2,013 -100	-5%	-$11.8K	0.11%	187
2022 Q1	$215K	Buy	2,113 +100	+5%	+$8.67K	0.12%	207
2021 Q4	$151K	Hold	2,013	–	–	0.07%	255
2021 Q3	$142K	Buy	+2,013	New	+$134K	0.07%	258
2021 Q2	–	Sell	-2,113	Closed	-$151K	–	726
2021 Q1	$151K	Buy	+2,113	New	+$144K	0.09%	197
2020 Q1	–	Sell	-2,163	Closed	-$203K	–	603
2019 Q4	$203K	Buy	+2,163	New	+$204K	0.15%	120

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Total Clarity Wealth Management's VLO Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of Valero Energy (VLO) in Q1 2023, closing a stake of 2,013 shares — an estimated $255K sold.

Total Clarity Wealth Management first reported a position in VLO in Q4 2019 and held it in 8 quarters. The position peaked at $255K in Q4 2022. 1,394 funds tracked by Wall St. Rank hold VLO as of Q1 2023.

Total Clarity Wealth Management reported no remaining Valero Energy position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 2,013 Valero Energy shares in Q1 2023, an estimated $255K.
Total Clarity Wealth Management first reported a position in Valero Energy in Q4 2019 and held it in 8 quarters.
Total Clarity Wealth Management's Valero Energy position peaked at $255K in Q4 2022.
1,394 funds tracked by Wall St. Rank held Valero Energy as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.