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Valley Wealth Managers’s Valero Energy VLO Stock Holding History

Valley Wealth Managers’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
2022
Q4 		– Sell
-20
Closed -$2.51K – 460
2022
Q3 		$2K Sell
20
-162
-89% -$17.8K ﹤0.01% 382
2022
Q2 		$19K Buy
+182
New +$21.5K ﹤0.01% 299
2020
Q1 		– Sell
-28,217
Closed -$2.64M – 185
2019
Q4 		$2.64M Sell
28,217
-2,425
-8% -$229K 0.26% 75
2019
Q3 		$2.61M Buy
30,642
+1,021
+3% +$82.5K 0.28% 62
2019
Q2 		$2.54M Buy
29,621
+2,660
+10% +$220K 0.27% 64
2019
Q1 		$2.29M Buy
+26,961
New +$2.23M 0.25% 63

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valley Wealth Managers's VLO Position: Q4 2022 in Review

Valley Wealth Managers sold out of Valero Energy (VLO) in Q4 2022, closing a stake of 20 shares — an estimated $2.51K sold.

Valley Wealth Managers first reported a position in VLO in Q1 2019 and held it in 6 quarters. The position peaked at $2.64M in Q4 2019. 1,324 funds tracked by Wall St. Rank hold VLO as of Q4 2022.

  • Valley Wealth Managers reported no remaining Valero Energy position as of Q4 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 20 Valero Energy shares in Q4 2022, an estimated $2.51K.
  • Valley Wealth Managers first reported a position in Valero Energy in Q1 2019 and held it in 6 quarters.
  • Valley Wealth Managers's Valero Energy position peaked at $2.64M in Q4 2019.
  • 1,324 funds tracked by Wall St. Rank held Valero Energy as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.