LWPC
VLO icon

Legacy Wealth Partners (California)’s Valero Energy VLO Stock Holding History

Legacy Wealth Partners (California)’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
Q2 		$204K Buy
+2,610
New +$202K 0.11% 90
2020
Q3 		– Sell
-10,889
Closed -$640K – 108
2020
Q2 		$640K Buy
+10,889
New +$650K 0.48% 42

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Wealth Partners (California)'s VLO Position: Q2 2021 in Review

Legacy Wealth Partners (California) opened a new position in Valero Energy (VLO) in Q2 2021: 2,610 shares worth $204K. The stake represents 0.11% of the portfolio and ranks #90 among its holdings. This is a return to the name: Legacy Wealth Partners (California) previously reported a position in VLO as recently as Q2 2020.

Legacy Wealth Partners (California) first reported a position in VLO in Q2 2020 and has held it in 2 quarters since. The position peaked at $640K in Q2 2020. 1,043 funds tracked by Wall St. Rank hold VLO as of Q2 2021.

  • Legacy Wealth Partners (California) held 2,610 shares of Valero Energy worth $204K as of Q2 2021.
  • Valero Energy was a new Legacy Wealth Partners (California) position in Q2 2021.
  • Valero Energy made up 0.11% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #90 holding.
  • Legacy Wealth Partners (California) first reported a position in Valero Energy in Q2 2020 and has held it in 2 quarters since.
  • Legacy Wealth Partners (California)'s Valero Energy position peaked at $640K in Q2 2020.
  • 1,043 funds tracked by Wall St. Rank held Valero Energy as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.