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Valero Energy Corporation shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of Valero Energy Corporation (VLO) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in Valero Energy Corporation

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All positions including Valero Energy Corporation held by Connecticut 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $342k 2.5k 135.03
2024-06-30 $453k 2.9k 156.74
2024-03-31 $556k 3.3k 170.71
2023-12-31 $627k 4.8k 130.01
2023-09-30 $463k 3.3k 141.71
2023-06-30 $287k 2.4k 117.30
2023-03-31 $423k 3.0k 139.60

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding Valero Energy Corporation

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Charles Schwab Investment Management
Morgan Stanley
Geode Capital Management
Franklin Resources
Nuveen Asset Management
Bank of America Corporation
Dimensional Fund Advisors
Barclays
Royal Bank of Canada
Goldman Sachs Group
Susquehanna International

View all funds holding Valero Energy Corporation