GWA
VLO icon

Genesis Wealth Advisors’s Valero Energy VLO Stock Holding History

Genesis Wealth 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
2015
Q2 		$69.5K Buy
1,110
+110
+11% +$6.5K 0.06% 147
2015
Q1 		$63.5K Hold
1,000
– – 0.05% 169
2014
Q4 		$61.3K Buy
+1,000
New +$48.4K 0.05% 185

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Genesis Wealth Advisors's VLO Position: Q2 2015 in Review

Genesis Wealth Advisors increased its Valero Energy (VLO) stake by 11% in Q2 2015, buying an estimated $6.5K and bringing the position to 1,110 shares worth $69.5K. The position accounts for 0.06% of the portfolio, ranked #147.

Genesis Wealth Advisors first reported a position in VLO in Q4 2014 and has held it in 3 quarters since. 814 funds tracked by Wall St. Rank hold VLO as of Q2 2015.

  • Genesis Wealth Advisors held 1,110 shares of Valero Energy worth $69.5K as of Q2 2015.
  • Genesis Wealth Advisors bought 110 Valero Energy shares in Q2 2015, an estimated $6.5K.
  • Valero Energy made up 0.06% of Genesis Wealth Advisors's portfolio in Q2 2015, its #147 holding.
  • Genesis Wealth Advisors first reported a position in Valero Energy in Q4 2014 and has held it in 3 quarters since.
  • 814 funds tracked by Wall St. Rank held Valero Energy as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.