SEC 13F Intelligence

Systm Wealth Solutions LLC / VLO

Systm Wealth Solutions LLC’s Valero Energy Corp Position

Does Systm Wealth Solutions LLC own Valero Energy Corp (VLO)? Yes — 556 shares worth $75,077 (+2.28% of its 13F portfolio) as of Q3 2024, down from 14.9K shares the prior filed quarter.

Position Value
$75,077
Q3 2024
Shares
556
% of Portfolio
+2.28%
Quarters Held
3
currently held

Position History VLO

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $75,077Q3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024556$75,077+2.28%
Q2 202414.9K$2M+0.52%
Q1 202414.2K$2M+0.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Systm Wealth Solutions LLC’s full portfolio or all institutional holders of VLO.