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Wealth Quarterback’s Valero Energy VLO Stock Holding History

Wealth Quarterback’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
2021
Q3 		$8K Buy
+100
New +$6.66K 0.01% 519
2020
Q2 		– Sell
-27
Closed -$1.2K – 756
2020
Q1 		$1.2K Buy
27
+1
+4% +$73 ﹤0.01% 810
2019
Q4 		$2.45K Buy
+26
New +$2.46K ﹤0.01% 736

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wealth Quarterback's VLO Position: Q3 2021 in Review

Wealth Quarterback opened a new position in Valero Energy (VLO) in Q3 2021: 100 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #519 among its holdings. This is a return to the name: Wealth Quarterback previously reported a position in VLO as recently as Q1 2020.

Wealth Quarterback first reported a position in VLO in Q4 2019 and has held it in 3 quarters since. 994 funds tracked by Wall St. Rank hold VLO as of Q3 2021.

  • Wealth Quarterback held 100 shares of Valero Energy worth $8K as of Q3 2021.
  • Valero Energy was a new Wealth Quarterback position in Q3 2021.
  • Valero Energy made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #519 holding.
  • Wealth Quarterback first reported a position in Valero Energy in Q4 2019 and has held it in 3 quarters since.
  • 994 funds tracked by Wall St. Rank held Valero Energy as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.