CFS
VLO icon

CRA Financial Services’s Valero Energy VLO Stock Holding History

CRA Financial 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
Q1 		– Sell
-2,381
Closed -$223K – 151
2019
Q4 		$223K Sell
2,381
-50
-2% -$4.72K 0.12% 132
2019
Q3 		$207K Hold
2,431
– – 0.13% 132
2019
Q2 		$208K Hold
2,431
– – 0.13% 130
2019
Q1 		$206K Buy
+2,431
New +$201K 0.13% 132

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CRA Financial Services's VLO Position: Q1 2020 in Review

CRA Financial Services sold out of Valero Energy (VLO) in Q1 2020, closing a stake of 2,381 shares — an estimated $223K sold.

CRA Financial Services first reported a position in VLO in Q1 2019 and held it in 4 quarters. The position peaked at $223K in Q4 2019. 1,000 funds tracked by Wall St. Rank hold VLO as of Q1 2020.

  • CRA Financial Services reported no remaining Valero Energy position as of Q1 2020 after selling out during the quarter.
  • CRA Financial Services sold 2,381 Valero Energy shares in Q1 2020, an estimated $223K.
  • CRA Financial Services first reported a position in Valero Energy in Q1 2019 and held it in 4 quarters.
  • CRA Financial Services's Valero Energy position peaked at $223K in Q4 2019.
  • 1,000 funds tracked by Wall St. Rank held Valero Energy as of Q1 2020.

Based on CRA Financial Services's 13F filing for Q1 2020, filed 14 Apr 2020.