Warther Private Wealth’s Valero Energy VLO Stock Holding History

Warther Private Wealth’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	-2,154	Closed	-$273K	–	82
2022 Q4	$273K	Buy	+2,154	New	+$270K	0.2%	66

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

Warther Private Wealth's VLO Position: Q1 2023 in Review

Warther Private Wealth sold out of Valero Energy (VLO) in Q1 2023, closing a stake of 2,154 shares — an estimated $273K sold.

Warther Private Wealth first reported a position in VLO in Q4 2022 and held it in 1 quarter. The position peaked at $273K in Q4 2022. 1,394 funds tracked by Wall St. Rank hold VLO as of Q1 2023.

Warther Private Wealth reported no remaining Valero Energy position as of Q1 2023 after selling out during the quarter.
Warther Private Wealth sold 2,154 Valero Energy shares in Q1 2023, an estimated $273K.
Warther Private Wealth first reported a position in Valero Energy in Q4 2022 and held it in 1 quarter.
Warther Private Wealth's Valero Energy position peaked at $273K in Q4 2022.
1,394 funds tracked by Wall St. Rank held Valero Energy as of Q1 2023.

Based on Warther Private Wealth's 13F filing for Q1 2023, filed 30 May 2023.