Kays Financial Advisory’s Valero Energy VLO Stock Holding History

Kays Financial Advisory’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 Q1	–	Sell	-2,393	Closed	-$224K	–	105
2019 Q4	$224K	Buy	+2,393	New	+$226K	0.04%	84

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

Kays Financial Advisory's VLO Position: Q1 2020 in Review

Kays Financial Advisory sold out of Valero Energy (VLO) in Q1 2020, closing a stake of 2,393 shares — an estimated $224K sold.

Kays Financial Advisory first reported a position in VLO in Q4 2019 and held it in 1 quarter. The position peaked at $224K in Q4 2019. 1,000 funds tracked by Wall St. Rank hold VLO as of Q1 2020.

Kays Financial Advisory reported no remaining Valero Energy position as of Q1 2020 after selling out during the quarter.
Kays Financial Advisory sold 2,393 Valero Energy shares in Q1 2020, an estimated $224K.
Kays Financial Advisory first reported a position in Valero Energy in Q4 2019 and held it in 1 quarter.
Kays Financial Advisory's Valero Energy position peaked at $224K in Q4 2019.
1,000 funds tracked by Wall St. Rank held Valero Energy as of Q1 2020.

Based on Kays Financial Advisory's 13F filing for Q1 2020, filed 7 May 2020.