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V Wealth Advisors’s Valero Energy VLO Stock Holding History

V Wealth 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
-8,226
Closed -$965K – 363
2023
Q2 		$965K Buy
8,226
+35
+0.4% +$4.07K 0.16% 128
2023
Q1 		$1.14M Sell
8,191
-59
-0.7% -$7.93K 0.21% 101
2022
Q4 		$1.05M Sell
8,250
-3,678
-31% -$462K 0.22% 106
2022
Q3 		$1.27M Buy
11,928
+899
+8% +$98.9K 0.26% 90
2022
Q2 		$1.17M Buy
11,029
+2,935
+36% +$347K 0.22% 112
2022
Q1 		$822K Sell
8,094
-1,741
-18% -$151K 0.13% 173
2021
Q4 		$739K Sell
9,835
-466
-5% -$34.7K 0.11% 185
2021
Q3 		$727K Buy
10,301
+4
+0% +$266 0.11% 192
2021
Q2 		$805K Sell
10,297
-96
-0.9% -$7.43K 0.13% 182
2021
Q1 		$744K Buy
10,393
+139
+1% +$9.45K 0.14% 182
2020
Q4 		$580K Buy
10,254
+4,740
+86% +$233K 0.12% 187
2020
Q3 		$239K Sell
5,514
-647
-11% -$33.9K 0.17% 148
2020
Q2 		$362K Sell
6,161
-326
-5% -$19.5K 0.09% 235
2020
Q1 		$294K Sell
6,487
-1,885
-23% -$137K 0.09% 225
2019
Q4 		$714K Hold
8,372
– – 0.26% 107
2019
Q3 		$714K Buy
8,372
+1,039
+14% +$84K 0.26% 107
2019
Q2 		$628K Buy
7,333
+1,182
+19% +$97.6K 0.24% 113
2019
Q1 		$544K Buy
6,151
+1,220
+25% +$101K 0.22% 114
2018
Q4 		$381K Buy
4,931
+477
+11% +$41.9K 0.19% 131
2018
Q3 		$506K Buy
4,454
+2
+0% +$227 0.23% 111
2018
Q2 		$484K Buy
4,452
+402
+10% +$45.1K 0.27% 99
2018
Q1 		$370K Hold
4,050
– – 0.2% 125
2017
Q4 		$390K Sell
4,050
-450
-10% -$37.1K 0.2% 125
2017
Q3 		$346K Buy
4,500
+332
+8% +$22.9K 0.18% 122
2017
Q2 		$281K Buy
+4,168
New +$270K 0.13% 143

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

V Wealth Advisors's VLO Position: Q3 2023 in Review

V Wealth Advisors sold out of Valero Energy (VLO) in Q3 2023, closing a stake of 8,226 shares — an estimated $965K sold.

V Wealth Advisors first reported a position in VLO in Q2 2017 and held it in 25 quarters. The position peaked at $1.27M in Q3 2022. 1,371 funds tracked by Wall St. Rank hold VLO as of Q3 2023.

  • V Wealth Advisors reported no remaining Valero Energy position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 8,226 Valero Energy shares in Q3 2023, an estimated $965K.
  • V Wealth Advisors first reported a position in Valero Energy in Q2 2017 and held it in 25 quarters.
  • V Wealth Advisors's Valero Energy position peaked at $1.27M in Q3 2022.
  • 1,371 funds tracked by Wall St. Rank held Valero Energy as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.