Western Financial Corp’s Valero Energy VLO Stock Holding History

Western Financial Corp’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 Q2	–	Sell	-4,605	Closed	-$643K	–	119
2023 Q1	$643K	Buy	+4,605	New	+$619K	0.46%	65

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

Norges Bank Oslo, Norway $935B AUM

Western Financial Corp's VLO Position: Q2 2023 in Review

Western Financial Corp sold out of Valero Energy (VLO) in Q2 2023, closing a stake of 4,605 shares — an estimated $643K sold.

Western Financial Corp first reported a position in VLO in Q1 2023 and held it in 1 quarter. The position peaked at $643K in Q1 2023. 1,340 funds tracked by Wall St. Rank hold VLO as of Q2 2023.

Western Financial Corp reported no remaining Valero Energy position as of Q2 2023 after selling out during the quarter.
Western Financial Corp sold 4,605 Valero Energy shares in Q2 2023, an estimated $643K.
Western Financial Corp first reported a position in Valero Energy in Q1 2023 and held it in 1 quarter.
Western Financial Corp's Valero Energy position peaked at $643K in Q1 2023.
1,340 funds tracked by Wall St. Rank held Valero Energy as of Q2 2023.

Based on Western Financial Corp's 13F filing for Q2 2023, filed 27 Jul 2023.