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Ackerman Capital Advisors’s Valero Energy VLO Stock Holding History

Ackerman Capital 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
2019
Q3 		– Sell
-4,000
Closed -$342K – 168
2019
Q2 		$342K Buy
4,000
+1,000
+33% +$82.6K 1.67% 17
2019
Q1 		$254K Sell
3,000
-446,820
-99% -$36.9M 1.36% 23
2018
Q4 		$6K Buy
449,820
+441,820
+5,523% +$38.8M 0.47% 37
2018
Q3 		$910K Buy
+8,000
New +$909K 3.15% 3

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ackerman Capital Advisors's VLO Position: Q3 2019 in Review

Ackerman Capital Advisors sold out of Valero Energy (VLO) in Q3 2019, closing a stake of 4,000 shares — an estimated $342K sold.

Ackerman Capital Advisors first reported a position in VLO in Q3 2018 and held it in 4 quarters. The position peaked at $910K in Q3 2018. 1,103 funds tracked by Wall St. Rank hold VLO as of Q3 2019.

  • Ackerman Capital Advisors reported no remaining Valero Energy position as of Q3 2019 after selling out during the quarter.
  • Ackerman Capital Advisors sold 4,000 Valero Energy shares in Q3 2019, an estimated $342K.
  • Ackerman Capital Advisors first reported a position in Valero Energy in Q3 2018 and held it in 4 quarters.
  • Ackerman Capital Advisors's Valero Energy position peaked at $910K in Q3 2018.
  • 1,103 funds tracked by Wall St. Rank held Valero Energy as of Q3 2019.

Based on Ackerman Capital Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.