Wealth Alliance’s Valero Energy VLO Stock Holding History

Wealth Alliance’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	-1,889	Closed	-$202K	–	512
2022 Q3	$202K	Buy	+1,889	New	+$208K	0.04%	423
2021 Q3	–	Sell	-2,914	Closed	-$227K	–	451
2021 Q2	$227K	Buy	+2,914	New	+$226K	0.05%	385

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Alliance's VLO Position: Q4 2022 in Review

Wealth Alliance sold out of Valero Energy (VLO) in Q4 2022, closing a stake of 1,889 shares — an estimated $202K sold.

Wealth Alliance first reported a position in VLO in Q2 2021 and held it in 2 quarters. The position peaked at $227K in Q2 2021. 1,324 funds tracked by Wall St. Rank hold VLO as of Q4 2022.

Wealth Alliance reported no remaining Valero Energy position as of Q4 2022 after selling out during the quarter.
Wealth Alliance sold 1,889 Valero Energy shares in Q4 2022, an estimated $202K.
Wealth Alliance first reported a position in Valero Energy in Q2 2021 and held it in 2 quarters.
Wealth Alliance's Valero Energy position peaked at $227K in Q2 2021.
1,324 funds tracked by Wall St. Rank held Valero Energy as of Q4 2022.

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