B. Riley Wealth Management’s Valero Energy VLO Stock Holding History

B. Riley 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
2019 Q2	–	Sell	-2,679	Closed	-$227K	–	438
2019 Q1	$227K	Buy	+2,679	New	+$221K	0.04%	326
2018 Q4	–	Sell	-2,615	Closed	-$297K	–	406
2018 Q3	$297K	Buy	+2,615	New	+$297K	0.07%	221
2015 Q3	–	Sell	-467	Closed	-$29K	–	732
2015 Q2	$29K	Sell	467 -670	-59%	-$39.6K	0.02%	536
2015 Q1	$72K	Hold	1,137	–	–	0.05%	351
2014 Q4	$56K	Sell	1,137 -101	-8%	-$4.89K	0.05%	377
2014 Q3	$57K	Sell	1,238 -6,000	-83%	-$303K	0.04%	385
2014 Q2	$362K	Buy	7,238 +6,501	+882%	+$358K	0.23%	115
2014 Q1	$39K	Buy	+737	New	+$37.7K	0.03%	495

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

B. Riley Wealth Management's VLO Position: Q2 2019 in Review

B. Riley Wealth Management sold out of Valero Energy (VLO) in Q2 2019, closing a stake of 2,679 shares — an estimated $227K sold.

B. Riley Wealth Management first reported a position in VLO in Q1 2014 and held it in 8 quarters. The position peaked at $362K in Q2 2014. 1,111 funds tracked by Wall St. Rank hold VLO as of Q2 2019.

B. Riley Wealth Management reported no remaining Valero Energy position as of Q2 2019 after selling out during the quarter.
B. Riley Wealth Management sold 2,679 Valero Energy shares in Q2 2019, an estimated $227K.
B. Riley Wealth Management first reported a position in Valero Energy in Q1 2014 and held it in 8 quarters.
B. Riley Wealth Management's Valero Energy position peaked at $362K in Q2 2014.
1,111 funds tracked by Wall St. Rank held Valero Energy as of Q2 2019.

Based on B. Riley Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.