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D'Orazio & Associates’s Valero Energy VLO Stock Holding History

D'Orazio & Associates’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
Q2 		– Sell
-197
Closed -$14K – 425
2021
Q1 		$14K Sell
197
-99
-33% -$6.73K ﹤0.01% 269
2020
Q4 		$17K Buy
296
+104
+54% +$5.1K 0.01% 241
2020
Q3 		$8K Buy
192
+4
+2% +$210 ﹤0.01% 242
2020
Q2 		$11K Buy
188
+2
+1% +$119 ﹤0.01% 233
2020
Q1 		$8K Buy
+186
New +$13.5K ﹤0.01% 241
2018
Q1 		– Sell
-79
Closed -$7K – 344
2017
Q4 		$7K Buy
+79
New +$6.52K ﹤0.01% 251

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D'Orazio & Associates's VLO Position: Q2 2021 in Review

D'Orazio & Associates sold out of Valero Energy (VLO) in Q2 2021, closing a stake of 197 shares — an estimated $14K sold.

D'Orazio & Associates first reported a position in VLO in Q4 2017 and held it in 6 quarters. The position peaked at $17K in Q4 2020. 1,043 funds tracked by Wall St. Rank hold VLO as of Q2 2021.

  • D'Orazio & Associates reported no remaining Valero Energy position as of Q2 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 197 Valero Energy shares in Q2 2021, an estimated $14K.
  • D'Orazio & Associates first reported a position in Valero Energy in Q4 2017 and held it in 6 quarters.
  • D'Orazio & Associates's Valero Energy position peaked at $17K in Q4 2020.
  • 1,043 funds tracked by Wall St. Rank held Valero Energy as of Q2 2021.

Based on D'Orazio & Associates's 13F filing for Q2 2021, filed 4 Aug 2021.