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Aevitas Wealth Management’s Valero Energy VLO Stock Holding History

Aevitas Wealth Management’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
2018
Q4 		– Sell
-200
Closed -$23K – 458
2018
Q3 		$23K Buy
+200
New +$22.7K 0.02% 278

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aevitas Wealth Management's VLO Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Valero Energy (VLO) in Q4 2018, closing a stake of 200 shares — an estimated $23K sold.

Aevitas Wealth Management first reported a position in VLO in Q3 2018 and held it in 1 quarter. The position peaked at $23K in Q3 2018. 1,074 funds tracked by Wall St. Rank hold VLO as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Valero Energy position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 200 Valero Energy shares in Q4 2018, an estimated $23K.
  • Aevitas Wealth Management first reported a position in Valero Energy in Q3 2018 and held it in 1 quarter.
  • Aevitas Wealth Management's Valero Energy position peaked at $23K in Q3 2018.
  • 1,074 funds tracked by Wall St. Rank held Valero Energy as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.