Guidant Wealth Advisors’s Valero Energy VLO Stock Holding History

Guidant 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
2019 Q3	$13K	Hold	150	–	–	﹤0.01%	245
2019 Q2	$13K	Hold	150	–	–	0.01%	244
2019 Q1	$13K	Hold	150	–	–	0.01%	247
2018 Q4	$11K	Hold	150	–	–	0.01%	195
2018 Q3	$17K	Hold	150	–	–	0.01%	128
2018 Q2	$16K	Hold	150	–	–	0.01%	131
2018 Q1	$13K	Hold	150	–	–	0.01%	140
2017 Q4	$14K	Hold	150	–	–	0.01%	136
2017 Q3	$11K	Hold	150	–	–	0.01%	153
2017 Q2	$10K	Hold	150	–	–	0.01%	196
2017 Q1	$9K	Hold	150	–	–	﹤0.01%	178
2016 Q4	$10K	Hold	150	–	–	0.01%	166
2016 Q3	$8K	Buy	+150	New	+$8K	﹤0.01%	174

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guidant Wealth Advisors's VLO Position: Q3 2019 in Review

Guidant Wealth Advisors held its Valero Energy (VLO) position steady in Q3 2019 at 150 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Guidant Wealth Advisors first reported a position in VLO in Q3 2016 and has held it in 13 quarters since. The position peaked at $17K in Q3 2018. 1,103 funds tracked by Wall St. Rank hold VLO as of Q3 2019.

Guidant Wealth Advisors held 150 shares of Valero Energy worth $13K as of Q3 2019.
Guidant Wealth Advisors left its Valero Energy share count unchanged in Q3 2019.
Valero Energy made up ﹤0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #245 holding.
Guidant Wealth Advisors first reported a position in Valero Energy in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Valero Energy position peaked at $17K in Q3 2018.
1,103 funds tracked by Wall St. Rank held Valero Energy as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.