FLI
VLO icon

Family Legacy Inc’s Valero Energy VLO Stock Holding History

Family Legacy Inc’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
Q1 		– Sell
-3,639
Closed -$206K – 119
2020
Q4 		$206K Buy
+3,639
New +$179K 0.11% 115
2020
Q3 		– Sell
-7,956
Closed -$468K – 113
2020
Q2 		$468K Sell
7,956
-281
-3% -$16.8K 0.28% 85
2020
Q1 		$374K Sell
8,237
-5
-0.1% -$363 0.27% 84
2019
Q4 		$767K Buy
8,242
+958
+13% +$90.5K 0.44% 73
2019
Q3 		$739K Buy
7,284
+1,971
+37% +$159K 0.46% 71
2019
Q2 		$455K Buy
5,313
+380
+8% +$31.4K 0.36% 79
2019
Q1 		$425K Sell
4,933
-30
-0.6% -$2.48K 0.34% 79
2018
Q4 		$372K Buy
4,963
+84
+2% +$7.38K 0.33% 80
2018
Q3 		$555K Buy
4,879
+239
+5% +$27.1K 0.45% 67
2018
Q2 		$514K Buy
4,640
+727
+19% +$81.6K 0.44% 66
2018
Q1 		$363K Buy
3,913
+118
+3% +$11K 0.34% 79
2017
Q4 		$349K Buy
+3,795
New +$313K 0.32% 81
2017
Q3 		– Sell
-3,783
Closed -$255K – 96
2017
Q2 		$255K Sell
3,783
-30
-0.8% -$1.95K 0.26% 84
2017
Q1 		$253K Buy
+3,813
New +$255K 0.26% 84

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Family Legacy Inc's VLO Position: Q1 2021 in Review

Family Legacy Inc sold out of Valero Energy (VLO) in Q1 2021, closing a stake of 3,639 shares — an estimated $206K sold.

Family Legacy Inc first reported a position in VLO in Q1 2017 and held it in 14 quarters. The position peaked at $767K in Q4 2019. 1,016 funds tracked by Wall St. Rank hold VLO as of Q1 2021.

  • Family Legacy Inc reported no remaining Valero Energy position as of Q1 2021 after selling out during the quarter.
  • Family Legacy Inc sold 3,639 Valero Energy shares in Q1 2021, an estimated $206K.
  • Family Legacy Inc first reported a position in Valero Energy in Q1 2017 and held it in 14 quarters.
  • Family Legacy Inc's Valero Energy position peaked at $767K in Q4 2019.
  • 1,016 funds tracked by Wall St. Rank held Valero Energy as of Q1 2021.

Based on Family Legacy Inc's 13F filing for Q1 2021, filed 9 Apr 2021.