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Bernardo Wealth Planning’s Valero Energy VLO Stock Holding History

Bernardo Wealth Planning’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
2020
Q1 		– Sell
-3,467
Closed -$324K – 165
2019
Q4 		$324K Sell
3,467
-6,349
-65% -$600K 0.2% 118
2019
Q3 		$836K Sell
9,816
-182
-2% -$14.7K 0.61% 40
2019
Q2 		$856K Sell
9,998
-537
-5% -$44.3K 0.67% 37
2019
Q1 		$894K Sell
10,535
-277
-3% -$22.9K 0.71% 35
2018
Q4 		$811K Buy
+10,812
New +$950K 0.72% 34

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bernardo Wealth Planning's VLO Position: Q1 2020 in Review

Bernardo Wealth Planning sold out of Valero Energy (VLO) in Q1 2020, closing a stake of 3,467 shares — an estimated $324K sold.

Bernardo Wealth Planning first reported a position in VLO in Q4 2018 and held it in 5 quarters. The position peaked at $894K in Q1 2019. 1,001 funds tracked by Wall St. Rank hold VLO as of Q1 2020.

  • Bernardo Wealth Planning reported no remaining Valero Energy position as of Q1 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 3,467 Valero Energy shares in Q1 2020, an estimated $324K.
  • Bernardo Wealth Planning first reported a position in Valero Energy in Q4 2018 and held it in 5 quarters.
  • Bernardo Wealth Planning's Valero Energy position peaked at $894K in Q1 2019.
  • 1,001 funds tracked by Wall St. Rank held Valero Energy as of Q1 2020.

Based on Bernardo Wealth Planning's 13F filing for Q1 2020, filed 1 May 2020.