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Delphi Private Advisors’s Valero Energy VLO Stock Holding History

Delphi Private Advisors’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
2017
Q3 		– Sell
-140
Closed -$9K – 110
2017
Q2 		$9K Buy
+140
New +$9.08K 0.02% 89
2017
Q1 		– Sell
-2
Closed – – 289
2016
Q4 		$0 Sell
2
-47
-96% -$2.89K ﹤0.01% 450
2016
Q3 		$3K Buy
49
+10
+26% +$533 0.01% 225
2016
Q2 		$2K Sell
39
-101
-72% -$5.71K ﹤0.01% 289
2016
Q1 		$9K Sell
140
-10
-7% -$636 0.02% 158
2015
Q4 		$11K Buy
+150
New +$10.2K 0.02% 155

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Delphi Private Advisors's VLO Position: Q3 2017 in Review

Delphi Private Advisors sold out of Valero Energy (VLO) in Q3 2017, closing a stake of 140 shares — an estimated $9K sold.

Delphi Private Advisors first reported a position in VLO in Q4 2015 and held it in 6 quarters. The position peaked at $11K in Q4 2015. 967 funds tracked by Wall St. Rank hold VLO as of Q3 2017.

  • Delphi Private Advisors reported no remaining Valero Energy position as of Q3 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 140 Valero Energy shares in Q3 2017, an estimated $9K.
  • Delphi Private Advisors first reported a position in Valero Energy in Q4 2015 and held it in 6 quarters.
  • Delphi Private Advisors's Valero Energy position peaked at $11K in Q4 2015.
  • 967 funds tracked by Wall St. Rank held Valero Energy as of Q3 2017.

Based on Delphi Private Advisors's 13F filing for Q3 2017, filed 16 Oct 2017.