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Evolution Wealth Advisors’s Valero Energy VLO Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-75
Closed -$5K – 613
2021
Q3 		$5K Hold
75
– – ﹤0.01% 526
2021
Q2 		$6K Hold
75
– – ﹤0.01% 487
2021
Q1 		$5K Hold
75
– – ﹤0.01% 537
2020
Q4 		$4K Buy
+75
New +$3.68K ﹤0.01% 492
2020
Q3 		– Sell
-26
Closed -$2K – 612
2020
Q2 		$2K Buy
+26
New +$1.55K ﹤0.01% 513
2020
Q1 		– Sell
-89
Closed -$8K – 636
2019
Q4 		$8K Buy
+89
New +$8.41K ﹤0.01% 342
2019
Q3 		– Sell
-98
Closed -$8K – 589
2019
Q2 		$8K Buy
+98
New +$8.09K ﹤0.01% 201

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Evolution Wealth Advisors's VLO Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Valero Energy (VLO) in Q4 2021, closing a stake of 75 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in VLO in Q2 2019 and held it in 7 quarters. The position peaked at $8K in Q4 2019. 1,063 funds tracked by Wall St. Rank hold VLO as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Valero Energy position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 75 Valero Energy shares in Q4 2021, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in Valero Energy in Q2 2019 and held it in 7 quarters.
  • Evolution Wealth Advisors's Valero Energy position peaked at $8K in Q4 2019.
  • 1,063 funds tracked by Wall St. Rank held Valero Energy as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.