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Altavista Wealth Management’s Valero Energy VLO Stock Holding History

Altavista 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
2021
Q4 		$3.45M Buy
45,922
+2,031
+5% +$151K 0.7% 36
2021
Q3 		$3.1M Buy
43,891
+1,114
+3% +$74.1K 0.69% 37
2021
Q2 		$3.34M Buy
42,777
+1,463
+4% +$113K 0.73% 38
2021
Q1 		$2.96M Buy
41,314
+333
+0.8% +$22.6K 0.72% 36
2020
Q4 		$2.32M Sell
40,981
-134
-0.3% -$6.57K 0.59% 42
2020
Q3 		$1.78M Buy
41,115
+528
+1% +$27.7K 0.49% 44
2020
Q2 		$2.39M Sell
40,587
-7,594
-16% -$454K 0.69% 37
2020
Q1 		$2.19M Buy
48,181
+10,463
+28% +$760K 0.75% 35
2019
Q4 		$3.53M Sell
37,718
-372
-1% -$35.2K 1.05% 30
2019
Q3 		$3.25M Buy
38,090
+1,787
+5% +$144K 1.01% 33
2019
Q2 		$3.11M Buy
36,303
+1,778
+5% +$147K 1% 34
2019
Q1 		$2.93M Buy
34,525
+1,372
+4% +$113K 1.04% 34
2018
Q4 		$2.48M Buy
33,153
+1,118
+3% +$98.2K 1.01% 34
2018
Q3 		$3.64M Sell
32,035
-1,887
-6% -$214K 1.36% 26
2018
Q2 		$3.76M Sell
33,922
-1,197
-3% -$134K 1.51% 25
2018
Q1 		$3.26M Buy
35,119
+3,006
+9% +$281K 1.38% 25
2017
Q4 		$2.95M Buy
32,113
+5,234
+19% +$432K 1.25% 25
2017
Q3 		$2.07M Buy
26,879
+2,449
+10% +$169K 0.98% 35
2017
Q2 		$1.65M Buy
24,430
+1,628
+7% +$106K 0.82% 41
2017
Q1 		$1.51M Buy
22,802
+3,173
+16% +$212K 0.76% 43
2016
Q4 		$1.34M Buy
19,629
+1,399
+8% +$86.1K 0.73% 42
2016
Q3 		$966K Buy
18,230
+4,097
+29% +$218K 0.53% 49
2016
Q2 		$721K Buy
+14,133
New +$800K 0.4% 60

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Altavista Wealth Management's VLO Position: Q4 2021 in Review

Altavista Wealth Management increased its Valero Energy (VLO) stake by 4.6% in Q4 2021, buying an estimated $151K and bringing the position to 45,922 shares worth $3.45M. The position accounts for 0.7% of the portfolio, ranked #36.

Altavista Wealth Management first reported a position in VLO in Q2 2016 and has held it in 23 quarters since. The position peaked at $3.76M in Q2 2018. 1,064 funds tracked by Wall St. Rank hold VLO as of Q4 2021.

  • Altavista Wealth Management held 45,922 shares of Valero Energy worth $3.45M as of Q4 2021.
  • Altavista Wealth Management bought 2,031 Valero Energy shares in Q4 2021, an estimated $151K.
  • Valero Energy made up 0.7% of Altavista Wealth Management's portfolio in Q4 2021, its #36 holding.
  • Altavista Wealth Management first reported a position in Valero Energy in Q2 2016 and has held it in 23 quarters since.
  • Altavista Wealth Management's Valero Energy position peaked at $3.76M in Q2 2018.
  • 1,064 funds tracked by Wall St. Rank held Valero Energy as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.