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Hefty Wealth Partners’s Valero Energy VLO Stock Holding History

Hefty Wealth Partners’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
2017
Q3 		– Sell
-12,195
Closed -$822K – 266
2017
Q2 		$822K Buy
12,195
+12,139
+21,677% +$787K 0.56% 54
2017
Q1 		$3K Buy
+56
New +$3.75K ﹤0.01% 221
2016
Q4 		– Sell
-20,887
Closed -$1.11M – 259
2016
Q3 		$1.11M Buy
+20,887
New +$1.11M 0.84% 39

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hefty Wealth Partners's VLO Position: Q3 2017 in Review

Hefty Wealth Partners sold out of Valero Energy (VLO) in Q3 2017, closing a stake of 12,195 shares — an estimated $822K sold.

Hefty Wealth Partners first reported a position in VLO in Q3 2016 and held it in 3 quarters. The position peaked at $1.11M in Q3 2016. 967 funds tracked by Wall St. Rank hold VLO as of Q3 2017.

  • Hefty Wealth Partners reported no remaining Valero Energy position as of Q3 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 12,195 Valero Energy shares in Q3 2017, an estimated $822K.
  • Hefty Wealth Partners first reported a position in Valero Energy in Q3 2016 and held it in 3 quarters.
  • Hefty Wealth Partners's Valero Energy position peaked at $1.11M in Q3 2016.
  • 967 funds tracked by Wall St. Rank held Valero Energy as of Q3 2017.

Based on Hefty Wealth Partners's 13F filing for Q3 2017, filed 2 Oct 2017.