Boston Family Office’s Valero Energy VLO Stock Holding History

Boston Family Office’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	-4,573	Closed	-$259K	–	267
2020 Q4	$259K	Buy	+4,573	New	+$224K	0.02%	243
2020 Q3	–	Sell	-4,573	Closed	-$269K	–	242
2020 Q2	$269K	Hold	4,573	–	–	0.03%	224
2020 Q1	$207K	Hold	4,573	–	–	0.02%	231
2019 Q4	$428K	Sell	4,573 -240	-5%	-$22.7K	0.04%	208
2019 Q3	$410K	Sell	4,813 -62	-1%	-$5.01K	0.04%	208
2019 Q2	$417K	Sell	4,875 -150	-3%	-$12.4K	0.04%	205
2019 Q1	$426K	Sell	5,025 -150	-3%	-$12.4K	0.05%	200
2018 Q4	$388K	Buy	+5,175	New	+$455K	0.05%	203

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

Boston Family Office's VLO Position: Q1 2021 in Review

Boston Family Office sold out of Valero Energy (VLO) in Q1 2021, closing a stake of 4,573 shares — an estimated $259K sold.

Boston Family Office first reported a position in VLO in Q4 2018 and held it in 8 quarters. The position peaked at $428K in Q4 2019. 1,016 funds tracked by Wall St. Rank hold VLO as of Q1 2021.

Boston Family Office reported no remaining Valero Energy position as of Q1 2021 after selling out during the quarter.
Boston Family Office sold 4,573 Valero Energy shares in Q1 2021, an estimated $259K.
Boston Family Office first reported a position in Valero Energy in Q4 2018 and held it in 8 quarters.
Boston Family Office's Valero Energy position peaked at $428K in Q4 2019.
1,016 funds tracked by Wall St. Rank held Valero Energy as of Q1 2021.

Based on Boston Family Office's 13F filing for Q1 2021, filed 7 May 2021.