Claraphi Advisory Network’s Valero Energy VLO Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-489	Closed	-$22K	–	1160
2020 Q1	$22K	Buy	+489	New	+$35.5K	0.01%	623
2019 Q3	–	Sell	-2,474	Closed	-$212K	–	438
2019 Q2	$212K	Buy	+2,474	New	+$204K	0.12%	208
2018 Q4	–	Sell	-1,886	Closed	-$215K	–	273
2018 Q3	$215K	Sell	1,886 -1,237	-40%	-$140K	0.12%	225
2018 Q2	$346K	Buy	3,123 +840	+37%	+$94.2K	0.22%	131
2018 Q1	$212K	Sell	2,283 -97	-4%	-$9.05K	0.15%	222
2017 Q4	$219K	Buy	+2,380	New	+$196K	0.17%	192

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Claraphi Advisory Network's VLO Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Valero Energy (VLO) in Q2 2020, closing a stake of 489 shares — an estimated $22K sold.

Claraphi Advisory Network first reported a position in VLO in Q4 2017 and held it in 6 quarters. The position peaked at $346K in Q2 2018. 999 funds tracked by Wall St. Rank hold VLO as of Q2 2020.

Claraphi Advisory Network reported no remaining Valero Energy position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 489 Valero Energy shares in Q2 2020, an estimated $22K.
Claraphi Advisory Network first reported a position in Valero Energy in Q4 2017 and held it in 6 quarters.
Claraphi Advisory Network's Valero Energy position peaked at $346K in Q2 2018.
999 funds tracked by Wall St. Rank held Valero Energy as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.