Cypress Asset Management’s Valero Energy VLO Stock Holding History

Cypress Asset Management’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 Q2	–	Sell	-3,103	Closed	-$263K	–	148
2019 Q1	$263K	Sell	3,103 -1,152	-27%	-$95.2K	0.09%	136
2018 Q4	$319K	Buy	4,255 +584	+16%	+$51.3K	0.12%	127
2018 Q3	$418K	Sell	3,671 -46	-1%	-$5.22K	0.12%	138
2018 Q2	$412K	Buy	3,717 +658	+22%	+$73.8K	0.12%	136
2018 Q1	$284K	Sell	3,059 -464	-13%	-$43.3K	0.08%	150
2017 Q4	$324K	Sell	3,523 -788	-18%	-$65K	0.07%	149
2017 Q3	$332K	Sell	4,311 -107	-2%	-$7.37K	0.07%	153
2017 Q2	$298K	Sell	4,418 -16,891	-79%	-$1.1M	0.06%	161
2017 Q1	$1.41M	Buy	21,309 +367	+2%	+$24.6K	0.27%	92
2016 Q4	$1.43M	Sell	20,942 -1,111	-5%	-$68.4K	0.27%	91
2016 Q3	$1.17M	Buy	22,053 +613	+3%	+$32.7K	0.23%	102
2016 Q2	$1.09M	Sell	21,440 -947	-4%	-$53.6K	0.22%	104
2016 Q1	$1.44M	Buy	22,387 +681	+3%	+$43.3K	0.29%	89
2015 Q4	$1.53M	Sell	21,706 -255	-1%	-$17.4K	0.31%	89
2015 Q3	$1.32M	Sell	21,961 -532	-2%	-$33.8K	0.28%	90
2015 Q2	$1.41M	Buy	22,493 +571	+3%	+$33.7K	0.26%	95
2015 Q1	$1.4M	Sell	21,922 -3,420	-13%	-$191K	0.26%	94
2014 Q4	$1.25M	Sell	25,342 -2,690	-10%	-$130K	0.23%	96
2014 Q3	$1.3M	Sell	28,032 -1,213	-4%	-$61.2K	0.23%	96
2014 Q2	$1.47M	Buy	29,245 +1,762	+6%	+$97.1K	0.25%	95
2014 Q1	$1.46M	Sell	27,483 -1,321	-5%	-$67.6K	0.26%	92
2013 Q4	$1.45M	Sell	28,804 -406	-1%	-$17.1K	0.25%	90
2013 Q3	$998K	Sell	29,210 -1,702	-6%	-$60.2K	0.19%	103
2013 Q2	$1.07M	Buy	+30,912	New	+$1.18M	0.2%	99

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Cypress Asset Management's VLO Position: Q2 2019 in Review

Cypress Asset Management sold out of Valero Energy (VLO) in Q2 2019, closing a stake of 3,103 shares — an estimated $263K sold.

Cypress Asset Management first reported a position in VLO in Q2 2013 and held it in 24 quarters. The position peaked at $1.53M in Q4 2015. 1,111 funds tracked by Wall St. Rank hold VLO as of Q2 2019.

Cypress Asset Management reported no remaining Valero Energy position as of Q2 2019 after selling out during the quarter.
Cypress Asset Management sold 3,103 Valero Energy shares in Q2 2019, an estimated $263K.
Cypress Asset Management first reported a position in Valero Energy in Q2 2013 and held it in 24 quarters.
Cypress Asset Management's Valero Energy position peaked at $1.53M in Q4 2015.
1,111 funds tracked by Wall St. Rank held Valero Energy as of Q2 2019.

Based on Cypress Asset Management's 13F filing for Q2 2019, filed 13 Aug 2019.