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Hoover Financial Advisors’s Valero Energy VLO Stock Holding History

Hoover Financial 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
2021
Q2 		$59K Buy
750
+150
+25% +$11.6K 0.01% 257
2021
Q1 		$47K Hold
600
– – 0.01% 269
2020
Q4 		$36K Buy
+600
New +$29.4K 0.01% 268
2020
Q3 		– Sell
-600
Closed -$35K – 470
2020
Q2 		$35K Buy
+600
New +$35.8K 0.01% 219

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hoover Financial Advisors's VLO Position: Q2 2021 in Review

Hoover Financial Advisors increased its Valero Energy (VLO) stake by 25% in Q2 2021, buying an estimated $11.6K and bringing the position to 750 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #257.

Hoover Financial Advisors first reported a position in VLO in Q2 2020 and has held it in 4 quarters since. 1,043 funds tracked by Wall St. Rank hold VLO as of Q2 2021.

  • Hoover Financial Advisors held 750 shares of Valero Energy worth $59K as of Q2 2021.
  • Hoover Financial Advisors bought 150 Valero Energy shares in Q2 2021, an estimated $11.6K.
  • Valero Energy made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #257 holding.
  • Hoover Financial Advisors first reported a position in Valero Energy in Q2 2020 and has held it in 4 quarters since.
  • 1,043 funds tracked by Wall St. Rank held Valero Energy as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.