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Tradition Wealth Management’s Valero Energy VLO Stock Holding History

Tradition 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
2024
Q1 		– Sell
-537
Closed -$70K – 1165
2023
Q4 		$70K Buy
537
+12
+2% +$1.53K 0.01% 550
2023
Q3 		$74K Buy
525
+2
+0.4% +$262 0.01% 513
2023
Q2 		$61K Buy
523
+195
+59% +$22.7K 0.01% 581
2023
Q1 		$46K Buy
328
+132
+67% +$17.7K 0.01% 634
2022
Q4 		$25K Buy
196
+19
+11% +$2.38K ﹤0.01% 704
2022
Q3 		$19K Buy
177
+4
+2% +$440 ﹤0.01% 777
2022
Q2 		$18K Sell
173
-93
-35% -$11K ﹤0.01% 673
2022
Q1 		$27K Buy
266
+3
+1% +$260 ﹤0.01% 649
2021
Q4 		$20K Sell
263
-122
-32% -$9.09K ﹤0.01% 735
2021
Q3 		$27K Buy
385
+3
+0.8% +$200 ﹤0.01% 663
2021
Q2 		$30K Buy
382
+3
+0.8% +$232 ﹤0.01% 663
2021
Q1 		$27K Buy
379
+3
+0.8% +$204 ﹤0.01% 576
2020
Q4 		$21K Buy
+376
New +$18.4K ﹤0.01% 585

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tradition Wealth Management's VLO Position: Q1 2024 in Review

Tradition Wealth Management sold out of Valero Energy (VLO) in Q1 2024, closing a stake of 537 shares — an estimated $70K sold.

Tradition Wealth Management first reported a position in VLO in Q4 2020 and held it in 13 quarters. The position peaked at $74K in Q3 2023. 1,521 funds tracked by Wall St. Rank hold VLO as of Q1 2024.

  • Tradition Wealth Management reported no remaining Valero Energy position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 537 Valero Energy shares in Q1 2024, an estimated $70K.
  • Tradition Wealth Management first reported a position in Valero Energy in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Valero Energy position peaked at $74K in Q3 2023.
  • 1,521 funds tracked by Wall St. Rank held Valero Energy as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.