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Dowling & Yahnke’s Valero Energy VLO Stock Holding History

Dowling & Yahnke’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
-3,764
Closed -$352K – 380
2019
Q4 		$352K Buy
3,764
+135
+4% +$12.8K 0.03% 258
2019
Q3 		$309K Buy
3,629
+1,225
+51% +$99K 0.03% 261
2019
Q2 		$206K Buy
+2,404
New +$198K 0.02% 285

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

Dowling & Yahnke's VLO Position: Q1 2020 in Review

Dowling & Yahnke sold out of Valero Energy (VLO) in Q1 2020, closing a stake of 3,764 shares — an estimated $352K sold.

Dowling & Yahnke first reported a position in VLO in Q2 2019 and held it in 3 quarters. The position peaked at $352K in Q4 2019. 1,000 funds tracked by Wall St. Rank hold VLO as of Q1 2020.

  • Dowling & Yahnke reported no remaining Valero Energy position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 3,764 Valero Energy shares in Q1 2020, an estimated $352K.
  • Dowling & Yahnke first reported a position in Valero Energy in Q2 2019 and held it in 3 quarters.
  • Dowling & Yahnke's Valero Energy position peaked at $352K in Q4 2019.
  • 1,000 funds tracked by Wall St. Rank held Valero Energy as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.