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Clear Investment Research’s Valero Energy VLO Stock Holding History

Clear Investment Research’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
2019
Q4 		– Sell
-22
Closed -$2K – 381
2019
Q3 		$2K Hold
22
– – ﹤0.01% 128
2019
Q2 		$2K Hold
22
– – ﹤0.01% 128
2019
Q1 		$2K Hold
22
– – ﹤0.01% 124
2018
Q4 		$2K Hold
22
– – ﹤0.01% 117
2018
Q3 		$3K Buy
+22
New +$2.5K ﹤0.01% 96

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Investment Research's VLO Position: Q4 2019 in Review

Clear Investment Research sold out of Valero Energy (VLO) in Q4 2019, closing a stake of 22 shares — an estimated $2K sold.

Clear Investment Research first reported a position in VLO in Q3 2018 and held it in 5 quarters. The position peaked at $3K in Q3 2018. 1,218 funds tracked by Wall St. Rank hold VLO as of Q4 2019.

  • Clear Investment Research reported no remaining Valero Energy position as of Q4 2019 after selling out during the quarter.
  • Clear Investment Research sold 22 Valero Energy shares in Q4 2019, an estimated $2K.
  • Clear Investment Research first reported a position in Valero Energy in Q3 2018 and held it in 5 quarters.
  • Clear Investment Research's Valero Energy position peaked at $3K in Q3 2018.
  • 1,218 funds tracked by Wall St. Rank held Valero Energy as of Q4 2019.

Based on Clear Investment Research's 13F filing for Q4 2019, filed 4 Feb 2020.