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Filbrandt Wealth Management’s Valero Energy VLO Stock Holding History

Filbrandt 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
2020
Q3 		– Sell
-207
Closed -$12K – 344
2020
Q2 		$12K Buy
+207
New +$12.4K 0.01% 219
2020
Q1 		– Sell
-200
Closed -$18K – 308
2019
Q4 		$18K Buy
+200
New +$18.9K 0.02% 121

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Filbrandt Wealth Management's VLO Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Valero Energy (VLO) in Q3 2020, closing a stake of 207 shares — an estimated $12K sold.

Filbrandt Wealth Management first reported a position in VLO in Q4 2019 and held it in 2 quarters. The position peaked at $18K in Q4 2019. 901 funds tracked by Wall St. Rank hold VLO as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Valero Energy position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 207 Valero Energy shares in Q3 2020, an estimated $12K.
  • Filbrandt Wealth Management first reported a position in Valero Energy in Q4 2019 and held it in 2 quarters.
  • Filbrandt Wealth Management's Valero Energy position peaked at $18K in Q4 2019.
  • 901 funds tracked by Wall St. Rank held Valero Energy as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.