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Credential Securities’s Valero Energy VLO Stock Holding History

Credential Securities’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
2016
Q3 		– Sell
-37
Closed -$1.89K – 261
2016
Q2 		$1.89K Sell
37
-5,421
-99% -$307K ﹤0.01% 222
2016
Q1 		$350K Sell
5,458
-2
-0% -$127 0.2% 125
2015
Q4 		$386K Buy
+5,460
New +$372K 0.25% 111

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credential Securities's VLO Position: Q3 2016 in Review

Credential Securities sold out of Valero Energy (VLO) in Q3 2016, closing a stake of 37 shares — an estimated $1.89K sold.

Credential Securities first reported a position in VLO in Q4 2015 and held it in 3 quarters. The position peaked at $386K in Q4 2015. 868 funds tracked by Wall St. Rank hold VLO as of Q3 2016.

  • Credential Securities reported no remaining Valero Energy position as of Q3 2016 after selling out during the quarter.
  • Credential Securities sold 37 Valero Energy shares in Q3 2016, an estimated $1.89K.
  • Credential Securities first reported a position in Valero Energy in Q4 2015 and held it in 3 quarters.
  • Credential Securities's Valero Energy position peaked at $386K in Q4 2015.
  • 868 funds tracked by Wall St. Rank held Valero Energy as of Q3 2016.

Based on Credential Securities's 13F filing for Q3 2016, filed 21 Jul 2025.