Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Valero Energy Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Valero Energy Corporation (VLO) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Valero Energy Corporation

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All positions including Valero Energy Corporation held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valero Energy Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.8M 46k 170.69
2023-09-30 $7.1M 50k 141.71
2023-06-30 $9.4M 80k 117.30
2023-03-31 $11M 79k 139.60
2022-12-31 $11M 83k 126.86
2022-09-30 $8.8M 82k 106.85
2022-06-30 $7.9M 74k 106.28
2022-03-31 $8.0M 79k 101.54
2021-12-31 $5.9M 79k 75.11
2021-09-30 $5.9M 84k 70.60
2021-06-30 $5.0M 64k 78.19
2021-03-31 $3.1M 43k 71.57
2020-12-31 $2.1M 38k 56.56
2020-09-30 $1.5M 36k 43.33
2020-06-30 $1.9M 33k 58.82
2020-03-31 $1.3M 29k 45.36
2019-12-31 $2.3M 24k 93.64
2019-09-30 $2.0M 24k 85.23
2019-06-30 $2.0M 23k 85.60
2019-03-31 $1.9M 22k 84.83
2018-12-31 $1.7M 22k 74.97
2018-09-30 $2.3M 20k 113.73
2018-06-30 $2.2M 20k 110.83
2018-03-31 $1.8M 19k 92.77
2017-12-31 $1.6M 18k 91.89
2017-09-30 $1.3M 17k 76.95
2017-06-30 $1.0M 15k 67.43
2017-03-31 $860k 13k 66.29
2016-12-31 $709k 10k 68.32
2016-09-30 $549k 10k 52.98
2016-06-30 $544k 11k 51.03
2016-03-31 $667k 10k 64.15
2015-12-31 $726k 10k 70.69
2015-09-30 $549k 9.1k 60.07
2015-06-30 $470k 7.5k 62.63
2015-03-31 $321k 5.1k 63.54

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American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Valero Energy Corporation

Vanguard Group
Charles Schwab Investment Management
Bank of America Corporation
Norges Bank Investment Management
Dimensional Fund Advisors
Bank of New York Mellon
Millennium Management
Amundi
Legal & General Group
Barclays
Pacer Advisors
Allianz Asset Management
Massachusetts Financial Services
Arrowstreet Capital, Limited Partnership
Montrusco Bolton Investment

View all funds holding Valero Energy Corporation