SYSTM Wealth Solutions LLC

SEC CIK: 0001961893
Latest filing: Nov 14, 2024

SEC filings (opens in a new tab)

VLO holding history

Valero Energy Corp in every 13F filed by SYSTM Wealth Solutions LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VLO overview All 13F holders of VLO Full Q3 2024 holdings

Shares (Q3 2024): 556
Value: $75.1K
% of portfolio: 2.3%
Quarters held: 3; Since Q1 2024

Holdings of VLO by SYSTM Wealth Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	556	$75.1K	2.3%	−14,335−96.3%	Reduced	Holders
Q2 2024	14,891	$2.33M	0.5%	+661+4.6%	Added	Holders
Q1 2024	14,230	$2.43M	0.3%	+14,230	New	Holders