Engrave Wealth Partners’s Valero Energy VLO Stock Holding History

Engrave Wealth Partners’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 Q3	–	Sell	-60	Closed	-$3K	–	409
2020 Q2	$3K	Buy	+60	New	+$3.58K	﹤0.01%	371

Other funds holding VLO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Engrave Wealth Partners's VLO Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Valero Energy (VLO) in Q3 2020, closing a stake of 60 shares — an estimated $3K sold.

Engrave Wealth Partners first reported a position in VLO in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 901 funds tracked by Wall St. Rank hold VLO as of Q3 2020.

Engrave Wealth Partners reported no remaining Valero Energy position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 60 Valero Energy shares in Q3 2020, an estimated $3K.
Engrave Wealth Partners first reported a position in Valero Energy in Q2 2020 and held it in 1 quarter.
Engrave Wealth Partners's Valero Energy position peaked at $3K in Q2 2020.
901 funds tracked by Wall St. Rank held Valero Energy as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.