JGP Wealth Management’s Valero Energy VLO Stock Holding History

JGP Wealth Management’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 Q2	–	Sell	-12,695	Closed	-$655K	–	132
2020 Q1	$655K	Buy	+12,695	New	+$922K	0.23%	81

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JGP Wealth Management's VLO Position: Q2 2020 in Review

JGP Wealth Management sold out of Valero Energy (VLO) in Q2 2020, closing a stake of 12,695 shares — an estimated $655K sold.

JGP Wealth Management first reported a position in VLO in Q1 2020 and held it in 1 quarter. The position peaked at $655K in Q1 2020. 999 funds tracked by Wall St. Rank hold VLO as of Q2 2020.

JGP Wealth Management reported no remaining Valero Energy position as of Q2 2020 after selling out during the quarter.
JGP Wealth Management sold 12,695 Valero Energy shares in Q2 2020, an estimated $655K.
JGP Wealth Management first reported a position in Valero Energy in Q1 2020 and held it in 1 quarter.
JGP Wealth Management's Valero Energy position peaked at $655K in Q1 2020.
999 funds tracked by Wall St. Rank held Valero Energy as of Q2 2020.

Based on JGP Wealth Management's 13F filing for Q2 2020, filed 13 Jul 2020.