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Tyler-Stone Wealth Management’s Valero Energy VLO Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-31
Closed -$4.86K – 921
2024
Q2 		$4.86K Hold
31
– – ﹤0.01% 765
2024
Q1 		$5.29K Hold
31
– – ﹤0.01% 748
2023
Q4 		$4.03K Buy
+31
New +$3.94K ﹤0.01% 752

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tyler-Stone Wealth Management's VLO Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Valero Energy (VLO) in Q3 2024, closing a stake of 31 shares — an estimated $4.86K sold.

Tyler-Stone Wealth Management first reported a position in VLO in Q4 2023 and held it in 3 quarters. The position peaked at $5.29K in Q1 2024. 1,445 funds tracked by Wall St. Rank hold VLO as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Valero Energy position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 31 Valero Energy shares in Q3 2024, an estimated $4.86K.
  • Tyler-Stone Wealth Management first reported a position in Valero Energy in Q4 2023 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's Valero Energy position peaked at $5.29K in Q1 2024.
  • 1,445 funds tracked by Wall St. Rank held Valero Energy as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.