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Fortis Group Advisors’s Valero Energy VLO Stock Holding History

Fortis Group 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
Q3 		$306K Buy
+7,070
New +$370K 0.06% 138

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

Fortis Group Advisors's VLO Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in Valero Energy (VLO) in Q3 2020: 7,070 shares worth $306K. The stake represents 0.06% of the portfolio and ranks #138 among its holdings.

902 funds tracked by Wall St. Rank hold VLO as of Q3 2020.

  • Fortis Group Advisors held 7,070 shares of Valero Energy worth $306K as of Q3 2020.
  • Valero Energy was a new Fortis Group Advisors position in Q3 2020.
  • Valero Energy made up 0.06% of Fortis Group Advisors's portfolio in Q3 2020, its #138 holding.
  • 902 funds tracked by Wall St. Rank held Valero Energy as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.