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Karp Capital Management’s Valero Energy VLO Stock Holding History

Karp Capital 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
2019
Q1 		– Sell
-1,591
Closed -$119K – 364
2018
Q4 		$119K Buy
+1,591
New +$140K 0.06% 104
2018
Q2 		– Sell
-3,355
Closed -$311K – 129
2018
Q1 		$311K Sell
3,355
-1,929
-37% -$180K 0.13% 107
2017
Q4 		$486K Sell
5,284
-520
-9% -$42.9K 0.21% 97
2017
Q3 		$447K Hold
5,804
– – 0.21% 90
2017
Q2 		$392K Buy
+5,804
New +$376K 0.19% 86

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Karp Capital Management's VLO Position: Q1 2019 in Review

Karp Capital Management sold out of Valero Energy (VLO) in Q1 2019, closing a stake of 1,591 shares — an estimated $119K sold.

Karp Capital Management first reported a position in VLO in Q2 2017 and held it in 5 quarters. The position peaked at $486K in Q4 2017. 1,101 funds tracked by Wall St. Rank hold VLO as of Q1 2019.

  • Karp Capital Management reported no remaining Valero Energy position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 1,591 Valero Energy shares in Q1 2019, an estimated $119K.
  • Karp Capital Management first reported a position in Valero Energy in Q2 2017 and held it in 5 quarters.
  • Karp Capital Management's Valero Energy position peaked at $486K in Q4 2017.
  • 1,101 funds tracked by Wall St. Rank held Valero Energy as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.