Kopp Investment Advisors’s Valero Energy VLO Stock Holding History

Kopp Investment Advisors’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 Q3	$368K	Sell	4,319 -365	-8%	-$29.5K	0.68%	37
2019 Q2	$401K	Sell	4,684 -2,955	-39%	-$244K	0.46%	38
2019 Q1	$648K	Sell	7,639 -147	-2%	-$12.1K	0.52%	38
2018 Q4	$584K	Buy	7,786 +53	+0.7%	+$4.66K	0.57%	41
2018 Q3	$880K	Sell	7,733 -217	-3%	-$24.6K	0.74%	33
2018 Q2	$881K	Buy	7,950 +28	+0.4%	+$3.14K	0.83%	32
2018 Q1	$735K	Sell	7,922 -235	-3%	-$21.9K	0.75%	43
2017 Q4	$750K	Buy	8,157 +243	+3%	+$20K	0.75%	43
2017 Q3	$609K	Buy	+7,914	New	+$545K	0.56%	46

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kopp Investment Advisors's VLO Position: Q3 2019 in Review

Kopp Investment Advisors reduced its Valero Energy (VLO) stake by 7.8% in Q3 2019, selling an estimated $29.5K and leaving 4,319 shares worth $368K. The position accounts for 0.68% of the portfolio, ranked #37.

Kopp Investment Advisors first reported a position in VLO in Q3 2017 and has held it in 9 quarters since. The position peaked at $881K in Q2 2018. 1,104 funds tracked by Wall St. Rank hold VLO as of Q3 2019.

Kopp Investment Advisors held 4,319 shares of Valero Energy worth $368K as of Q3 2019.
Kopp Investment Advisors sold 365 Valero Energy shares in Q3 2019, an estimated $29.5K.
Valero Energy made up 0.68% of Kopp Investment Advisors's portfolio in Q3 2019, its #37 holding.
Kopp Investment Advisors first reported a position in Valero Energy in Q3 2017 and has held it in 9 quarters since.
Kopp Investment Advisors's Valero Energy position peaked at $881K in Q2 2018.
1,104 funds tracked by Wall St. Rank held Valero Energy as of Q3 2019.

Based on Kopp Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.