CSat Investment Advisory’s Valero Energy VLO Stock Holding History

CSat Investment Advisory’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
2021 Q1	$21K	Sell	296 -116	-28%	-$7.88K	0.02%	375
2020 Q4	$23K	Sell	412 -801	-66%	-$39.3K	0.02%	309
2020 Q3	$53K	Buy	1,213 +260	+27%	+$13.6K	﹤0.01%	662
2020 Q2	$56K	Sell	953 -1,333	-58%	-$79.6K	0.01%	663
2020 Q1	$104K	Buy	2,286 +730	+47%	+$53K	0.02%	337
2019 Q4	$146K	Buy	1,556 +357	+30%	+$33.7K	0.04%	283
2019 Q3	$102K	Buy	1,199 +133	+12%	+$10.8K	0.03%	310
2019 Q2	$91K	Buy	1,066 +957	+878%	+$79K	0.03%	313
2019 Q1	$9K	Sell	109 -2	-2%	-$165	﹤0.01%	452
2018 Q4	$8K	Buy	111 +75	+208%	+$6.59K	﹤0.01%	448
2018 Q3	$4K	Buy	36 +8	+29%	+$909	﹤0.01%	494
2018 Q2	$3K	Buy	+28	New	+$3.14K	﹤0.01%	513

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CSat Investment Advisory's VLO Position: Q1 2021 in Review

CSat Investment Advisory reduced its Valero Energy (VLO) stake by 28% in Q1 2021, selling an estimated $7.88K and leaving 296 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #375.

CSat Investment Advisory first reported a position in VLO in Q2 2018 and has held it in 12 quarters since. The position peaked at $146K in Q4 2019. 1,017 funds tracked by Wall St. Rank hold VLO as of Q1 2021.

CSat Investment Advisory held 296 shares of Valero Energy worth $21K as of Q1 2021.
CSat Investment Advisory sold 116 Valero Energy shares in Q1 2021, an estimated $7.88K.
Valero Energy made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #375 holding.
CSat Investment Advisory first reported a position in Valero Energy in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Valero Energy position peaked at $146K in Q4 2019.
1,017 funds tracked by Wall St. Rank held Valero Energy as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.