Wipfli Financial Advisors’s Valero Energy VLO Stock Holding History

Wipfli Financial Advisors’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 Q3	$415K	Buy	+3,882	New	+$427K	0.03%	262

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

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 New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wipfli Financial Advisors's VLO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Valero Energy (VLO) in Q3 2022: 3,882 shares worth $415K. The stake represents 0.03% of the portfolio and ranks #262 among its holdings.

1,239 funds tracked by Wall St. Rank hold VLO as of Q3 2022.

Wipfli Financial Advisors held 3,882 shares of Valero Energy worth $415K as of Q3 2022.
Valero Energy was a new Wipfli Financial Advisors position in Q3 2022.
Valero Energy made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #262 holding.
1,239 funds tracked by Wall St. Rank held Valero Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.