Capital Advisory Group Advisory Services’s Valero Energy VLO Stock Holding History

Capital Advisory Group Advisory Services’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 Q4	–	Sell	-6	Closed	–	–	566
2020 Q3	$0	Buy	+6	New	+$314	﹤0.01%	532
2019 Q4	–	Sell	-135	Closed	-$11K	–	409
2019 Q3	$11K	Hold	135	–	–	0.01%	276
2019 Q2	$11K	Hold	135	–	–	0.01%	274
2019 Q1	$11K	Hold	135	–	–	0.01%	269
2018 Q4	$10K	Buy	135 +95	+238%	+$8.35K	0.01%	245
2018 Q3	$5K	Buy	+40	New	+$4.54K	﹤0.01%	294

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Capital Advisory Group Advisory Services's VLO Position: Q4 2020 in Review

Capital Advisory Group Advisory Services sold out of Valero Energy (VLO) in Q4 2020, closing a stake of 6 shares.

Capital Advisory Group Advisory Services first reported a position in VLO in Q3 2018 and held it in 6 quarters. The position peaked at $11K in Q3 2019. 973 funds tracked by Wall St. Rank hold VLO as of Q4 2020.

Capital Advisory Group Advisory Services reported no remaining Valero Energy position as of Q4 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 6 Valero Energy shares in Q4 2020.
Capital Advisory Group Advisory Services first reported a position in Valero Energy in Q3 2018 and held it in 6 quarters.
Capital Advisory Group Advisory Services's Valero Energy position peaked at $11K in Q3 2019.
973 funds tracked by Wall St. Rank held Valero Energy as of Q4 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2020, filed 18 Feb 2021.