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Koch Industries’s Valero Energy VLO Stock Holding History

Koch Industries’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
Q2 		– Sell
-6,953
Closed -$645K – 633
2018
Q1 		$645K Buy
6,953
+1,845
+36% +$172K 0.07% 280
2017
Q4 		$469K Buy
+5,108
New +$421K 0.07% 270
2017
Q3 		– Sell
-3,054
Closed -$206K – 574
2017
Q2 		$206K Sell
3,054
-1,544
-34% -$100K 0.06% 421
2017
Q1 		$305K Buy
+4,598
New +$308K 0.26% 100

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Koch Industries's VLO Position: Q2 2018 in Review

Koch Industries sold out of Valero Energy (VLO) in Q2 2018, closing a stake of 6,953 shares — an estimated $645K sold.

Koch Industries first reported a position in VLO in Q1 2017 and held it in 4 quarters. The position peaked at $645K in Q1 2018. 1,142 funds tracked by Wall St. Rank hold VLO as of Q2 2018.

  • Koch Industries reported no remaining Valero Energy position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 6,953 Valero Energy shares in Q2 2018, an estimated $645K.
  • Koch Industries first reported a position in Valero Energy in Q1 2017 and held it in 4 quarters.
  • Koch Industries's Valero Energy position peaked at $645K in Q1 2018.
  • 1,142 funds tracked by Wall St. Rank held Valero Energy as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.