FEG
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Financial Enhancement Group’s Valero Energy VLO Stock Holding History

Financial Enhancement Group’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
Q4 		– Sell
-37
Closed -$2K – 318
2020
Q3 		$2K Hold
37
– – ﹤0.01% 228
2020
Q2 		$2K Hold
37
– – ﹤0.01% 223
2020
Q1 		$2K Sell
37
-100
-73% -$7.26K ﹤0.01% 253
2019
Q4 		$13K Sell
137
-100
-42% -$9.45K ﹤0.01% 185
2019
Q3 		$20K Hold
237
– – 0.01% 166
2019
Q2 		$20K Hold
237
– – 0.01% 165
2019
Q1 		$20K Buy
+237
New +$19.6K 0.01% 180

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Enhancement Group's VLO Position: Q4 2020 in Review

Financial Enhancement Group sold out of Valero Energy (VLO) in Q4 2020, closing a stake of 37 shares — an estimated $2K sold.

Financial Enhancement Group first reported a position in VLO in Q1 2019 and held it in 7 quarters. The position peaked at $20K in Q3 2019. 973 funds tracked by Wall St. Rank hold VLO as of Q4 2020.

  • Financial Enhancement Group reported no remaining Valero Energy position as of Q4 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 37 Valero Energy shares in Q4 2020, an estimated $2K.
  • Financial Enhancement Group first reported a position in Valero Energy in Q1 2019 and held it in 7 quarters.
  • Financial Enhancement Group's Valero Energy position peaked at $20K in Q3 2019.
  • 973 funds tracked by Wall St. Rank held Valero Energy as of Q4 2020.

Based on Financial Enhancement Group's 13F filing for Q4 2020, filed 10 Feb 2021.