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Executive Wealth Management’s Valero Energy VLO Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-197
Closed -$17K – 771
2019
Q2 		$17K Buy
197
+2
+1% +$165 ﹤0.01% 505
2019
Q1 		$17K Sell
195
-31
-14% -$2.56K ﹤0.01% 454
2018
Q4 		$17K Buy
+226
New +$19.9K ﹤0.01% 465

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Executive Wealth Management's VLO Position: Q3 2019 in Review

Executive Wealth Management sold out of Valero Energy (VLO) in Q3 2019, closing a stake of 197 shares — an estimated $17K sold.

Executive Wealth Management first reported a position in VLO in Q4 2018 and held it in 3 quarters. The position peaked at $17K in Q2 2019. 1,103 funds tracked by Wall St. Rank hold VLO as of Q3 2019.

  • Executive Wealth Management reported no remaining Valero Energy position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 197 Valero Energy shares in Q3 2019, an estimated $17K.
  • Executive Wealth Management first reported a position in Valero Energy in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Valero Energy position peaked at $17K in Q2 2019.
  • 1,103 funds tracked by Wall St. Rank held Valero Energy as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.