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Fortis Advisors’s Valero Energy VLO Stock Holding History

Fortis Advisors’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
Q1 		– Sell
-2,488
Closed -$233K – 387
2019
Q4 		$233K Hold
2,488
– – 0.14% 102
2019
Q3 		$212K Sell
2,488
-39
-2% -$3.15K 0.1% 122
2019
Q2 		$216K Buy
+2,527
New +$209K 0.1% 105
2018
Q4 		– Sell
-236
Closed -$27K – 333
2018
Q3 		$27K Hold
236
– – 0.02% 235
2018
Q2 		$26K Hold
236
– – 0.01% 235
2018
Q1 		$22K Buy
+236
New +$22K 0.01% 208

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortis Advisors's VLO Position: Q1 2020 in Review

Fortis Advisors sold out of Valero Energy (VLO) in Q1 2020, closing a stake of 2,488 shares — an estimated $233K sold.

Fortis Advisors first reported a position in VLO in Q1 2018 and held it in 6 quarters. The position peaked at $233K in Q4 2019. 1,000 funds tracked by Wall St. Rank hold VLO as of Q1 2020.

  • Fortis Advisors reported no remaining Valero Energy position as of Q1 2020 after selling out during the quarter.
  • Fortis Advisors sold 2,488 Valero Energy shares in Q1 2020, an estimated $233K.
  • Fortis Advisors first reported a position in Valero Energy in Q1 2018 and held it in 6 quarters.
  • Fortis Advisors's Valero Energy position peaked at $233K in Q4 2019.
  • 1,000 funds tracked by Wall St. Rank held Valero Energy as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.