Fiduciary Financial Services of The Southwest’s Valero Energy VLO Stock Holding History

Fiduciary Financial Services of The Southwest’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 Q4	$253K	Sell	2,699 -217	-7%	-$20.5K	0.07%	133
2019 Q3	$249K	Buy	2,916 +85	+3%	+$6.87K	0.07%	134
2019 Q2	$242K	Sell	2,831 -146	-5%	-$12.1K	0.07%	138
2019 Q1	$253K	Sell	2,977 -338	-10%	-$27.9K	0.07%	137
2018 Q4	$249K	Buy	3,315 +173	+6%	+$15.2K	0.08%	132
2018 Q3	$357K	Hold	3,142	–	–	0.1%	130
2018 Q2	$348K	Buy	3,142 +70	+2%	+$7.85K	0.11%	132
2018 Q1	$285K	Buy	3,072 +468	+18%	+$43.7K	0.09%	137
2017 Q4	$239K	Buy	+2,604	New	+$215K	0.07%	142

Other funds holding VLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's VLO Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Valero Energy (VLO) stake by 7.4% in Q4 2019, selling an estimated $20.5K and leaving 2,699 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #133.

Fiduciary Financial Services of The Southwest first reported a position in VLO in Q4 2017 and has held it in 9 quarters since. The position peaked at $357K in Q3 2018. 1,219 funds tracked by Wall St. Rank hold VLO as of Q4 2019.

Fiduciary Financial Services of The Southwest held 2,699 shares of Valero Energy worth $253K as of Q4 2019.
Fiduciary Financial Services of The Southwest sold 217 Valero Energy shares in Q4 2019, an estimated $20.5K.
Valero Energy made up 0.07% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #133 holding.
Fiduciary Financial Services of The Southwest first reported a position in Valero Energy in Q4 2017 and has held it in 9 quarters since.
Fiduciary Financial Services of The Southwest's Valero Energy position peaked at $357K in Q3 2018.
1,219 funds tracked by Wall St. Rank held Valero Energy as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.