Altus Wealth Group’s Valero Energy VLO Stock Holding History

Altus Wealth Group’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 Q1	–	Sell	-50	Closed	-$3K	–	743
2020 Q4	$3K	Buy	+50	New	+$2.45K	﹤0.01%	724

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Altus Wealth Group's VLO Position: Q1 2021 in Review

Altus Wealth Group sold out of Valero Energy (VLO) in Q1 2021, closing a stake of 50 shares — an estimated $3K sold.

Altus Wealth Group first reported a position in VLO in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 1,016 funds tracked by Wall St. Rank hold VLO as of Q1 2021.

Altus Wealth Group reported no remaining Valero Energy position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 50 Valero Energy shares in Q1 2021, an estimated $3K.
Altus Wealth Group first reported a position in Valero Energy in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Valero Energy position peaked at $3K in Q4 2020.
1,016 funds tracked by Wall St. Rank held Valero Energy as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.