DIM
VLO icon

DC Investments Management’s Valero Energy VLO Stock Holding History

DC Investments 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
2020
Q1 		– Sell
-16,601
Closed -$1.55M – 267
2019
Q4 		$1.55M Sell
16,601
-8,146
-33% -$770K 1.19% 6
2019
Q3 		$2.11M Buy
+24,747
New +$2M 1.22% 7
2018
Q4 		– Sell
-4,086
Closed -$465K – 314
2018
Q3 		$465K Sell
4,086
-1,362
-25% -$155K 0.31% 178
2018
Q2 		$604K Buy
+5,448
New +$611K 0.38% 56

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

DC Investments Management's VLO Position: Q1 2020 in Review

DC Investments Management sold out of Valero Energy (VLO) in Q1 2020, closing a stake of 16,601 shares — an estimated $1.55M sold.

DC Investments Management first reported a position in VLO in Q2 2018 and held it in 4 quarters. The position peaked at $2.11M in Q3 2019. 1,001 funds tracked by Wall St. Rank hold VLO as of Q1 2020.

  • DC Investments Management reported no remaining Valero Energy position as of Q1 2020 after selling out during the quarter.
  • DC Investments Management sold 16,601 Valero Energy shares in Q1 2020, an estimated $1.55M.
  • DC Investments Management first reported a position in Valero Energy in Q2 2018 and held it in 4 quarters.
  • DC Investments Management's Valero Energy position peaked at $2.11M in Q3 2019.
  • 1,001 funds tracked by Wall St. Rank held Valero Energy as of Q1 2020.

Based on DC Investments Management's 13F filing for Q1 2020, filed 11 May 2020.