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Gideon Capital Advisors’s Valero Energy VLO Stock Holding History

Gideon Capital 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
-20,790
Closed -$1.95M – 208
2019
Q4 		$1.95M Buy
+20,790
New +$1.96M 0.67% 46
2019
Q3 		– Sell
-5,952
Closed -$510K – 409
2019
Q2 		$510K Buy
+5,952
New +$491K 0.18% 177
2018
Q2 		– Sell
-3,118
Closed -$289K – 503
2018
Q1 		$289K Buy
+3,118
New +$291K 0.18% 253
2017
Q1 		– Sell
-6,693
Closed -$458K – 521
2016
Q4 		$458K Buy
+6,693
New +$412K 0.29% 106

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

Gideon Capital Advisors's VLO Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Valero Energy (VLO) in Q1 2020, closing a stake of 20,790 shares — an estimated $1.95M sold.

Gideon Capital Advisors first reported a position in VLO in Q4 2016 and held it in 4 quarters. The position peaked at $1.95M in Q4 2019. 1,001 funds tracked by Wall St. Rank hold VLO as of Q1 2020.

  • Gideon Capital Advisors reported no remaining Valero Energy position as of Q1 2020 after selling out during the quarter.
  • Gideon Capital Advisors sold 20,790 Valero Energy shares in Q1 2020, an estimated $1.95M.
  • Gideon Capital Advisors first reported a position in Valero Energy in Q4 2016 and held it in 4 quarters.
  • Gideon Capital Advisors's Valero Energy position peaked at $1.95M in Q4 2019.
  • 1,001 funds tracked by Wall St. Rank held Valero Energy as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.