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Belmont Global Advisors’s Valero Energy VLO Stock Holding History

Belmont Global 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
2016
Q3 		$212K Buy
+4,000
New +$213K 0.2% 60
2014
Q2 		– Sell
-4,750
Closed -$252K – 150
2014
Q1 		$252K Buy
+4,750
New +$243K 0.21% 101

Other funds holding VLO

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Belmont Global Advisors's VLO Position: Q3 2016 in Review

Belmont Global Advisors opened a new position in Valero Energy (VLO) in Q3 2016: 4,000 shares worth $212K. The stake represents 0.2% of the portfolio and ranks #60 among its holdings. This is a return to the name: Belmont Global Advisors previously reported a position in VLO as recently as Q1 2014.

Belmont Global Advisors first reported a position in VLO in Q1 2014 and has held it in 2 quarters since. The position peaked at $252K in Q1 2014. 868 funds tracked by Wall St. Rank hold VLO as of Q3 2016.

  • Belmont Global Advisors held 4,000 shares of Valero Energy worth $212K as of Q3 2016.
  • Valero Energy was a new Belmont Global Advisors position in Q3 2016.
  • Valero Energy made up 0.2% of Belmont Global Advisors's portfolio in Q3 2016, its #60 holding.
  • Belmont Global Advisors first reported a position in Valero Energy in Q1 2014 and has held it in 2 quarters since.
  • Belmont Global Advisors's Valero Energy position peaked at $252K in Q1 2014.
  • 868 funds tracked by Wall St. Rank held Valero Energy as of Q3 2016.

Based on Belmont Global Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.