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WESPAC Advisors SoCal’s Valero Energy VLO Stock Holding History

WESPAC Advisors SoCal’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
2024
Q3 		– Sell
-1,300
Closed -$204K – 103
2024
Q2 		$204K Buy
+1,300
New +$210K 0.05% 87
2019
Q2 		– Sell
-1,000
Closed -$84K – 300
2019
Q1 		$84K Sell
1,000
-132
-12% -$10.9K 0.05% 105
2018
Q4 		$84K Buy
1,132
+800
+241% +$70.3K 0.05% 104
2018
Q3 		$37K Buy
+332
New +$37.7K 0.02% 145

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WESPAC Advisors SoCal's VLO Position: Q3 2024 in Review

WESPAC Advisors SoCal sold out of Valero Energy (VLO) in Q3 2024, closing a stake of 1,300 shares — an estimated $204K sold.

WESPAC Advisors SoCal first reported a position in VLO in Q3 2018 and held it in 4 quarters. The position peaked at $204K in Q2 2024. 1,445 funds tracked by Wall St. Rank hold VLO as of Q3 2024.

  • WESPAC Advisors SoCal reported no remaining Valero Energy position as of Q3 2024 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 1,300 Valero Energy shares in Q3 2024, an estimated $204K.
  • WESPAC Advisors SoCal first reported a position in Valero Energy in Q3 2018 and held it in 4 quarters.
  • WESPAC Advisors SoCal's Valero Energy position peaked at $204K in Q2 2024.
  • 1,445 funds tracked by Wall St. Rank held Valero Energy as of Q3 2024.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2024, filed 6 Nov 2024.