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Lake Point Wealth Management’s Valero Energy VLO Stock Holding History

Lake Point 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
2021
Q3 		– Sell
-100
Closed -$8K – 463
2021
Q2 		$8K Buy
+100
New +$7.74K ﹤0.01% 203
2020
Q1 		– Sell
-20
Closed -$2K – 469
2019
Q4 		$2K Buy
+20
New +$1.89K ﹤0.01% 519
2019
Q1 		– Sell
-1,562
Closed -$117K – 867
2018
Q4 		$117K Buy
+1,562
New +$137K 0.04% 197

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lake Point Wealth Management's VLO Position: Q3 2021 in Review

Lake Point Wealth Management sold out of Valero Energy (VLO) in Q3 2021, closing a stake of 100 shares — an estimated $8K sold.

Lake Point Wealth Management first reported a position in VLO in Q4 2018 and held it in 3 quarters. The position peaked at $117K in Q4 2018. 994 funds tracked by Wall St. Rank hold VLO as of Q3 2021.

  • Lake Point Wealth Management reported no remaining Valero Energy position as of Q3 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 100 Valero Energy shares in Q3 2021, an estimated $8K.
  • Lake Point Wealth Management first reported a position in Valero Energy in Q4 2018 and held it in 3 quarters.
  • Lake Point Wealth Management's Valero Energy position peaked at $117K in Q4 2018.
  • 994 funds tracked by Wall St. Rank held Valero Energy as of Q3 2021.

Based on Lake Point Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.