KJWM
VLO icon

Kiley Juergens Wealth Management’s Valero Energy VLO Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-1,064
Closed -$121K – 631
2018
Q3 		$121K Hold
1,064
– – 0.09% 138
2018
Q2 		$117K Buy
+1,064
New +$119K 0.1% 119
2018
Q1 		– Sell
-1,064
Closed -$97K – 589
2017
Q4 		$97K Buy
+1,064
New +$87.8K 0.09% 133

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiley Juergens Wealth Management's VLO Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Valero Energy (VLO) in Q4 2018, closing a stake of 1,064 shares — an estimated $121K sold.

Kiley Juergens Wealth Management first reported a position in VLO in Q4 2017 and held it in 3 quarters. The position peaked at $121K in Q3 2018. 1,074 funds tracked by Wall St. Rank hold VLO as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Valero Energy position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,064 Valero Energy shares in Q4 2018, an estimated $121K.
  • Kiley Juergens Wealth Management first reported a position in Valero Energy in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Valero Energy position peaked at $121K in Q3 2018.
  • 1,074 funds tracked by Wall St. Rank held Valero Energy as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.