Lenox Wealth Advisors’s Valero Energy VLO Stock Holding History

Lenox Wealth 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
2022 Q1	$48K	Buy	465 +12	+3%	+$1.04K	0.01%	255
2021 Q4	$34K	Buy	453 +200	+79%	+$14.9K	﹤0.01%	318
2021 Q3	$18K	Sell	253 -4	-2%	-$266	﹤0.01%	383
2021 Q2	$20K	Sell	257 -111	-30%	-$8.6K	﹤0.01%	367
2021 Q1	$26K	Buy	368 +67	+22%	+$4.55K	﹤0.01%	272
2020 Q4	$17K	Sell	301 -49	-14%	-$2.4K	﹤0.01%	341
2020 Q3	$15K	Buy	350 +49	+16%	+$2.57K	﹤0.01%	332
2020 Q2	$18K	Buy	301 +7	+2%	+$418	﹤0.01%	310
2020 Q1	$13K	Hold	294	–	–	﹤0.01%	317
2019 Q4	$28K	Buy	294 +41	+16%	+$3.88K	﹤0.01%	277
2019 Q3	$22K	Buy	+253	New	+$20.5K	﹤0.01%	288
2018 Q3	–	Sell	-81	Closed	-$9K	–	519
2018 Q2	$9K	Buy	+81	New	+$9.09K	﹤0.01%	388
2016 Q1	–	Sell	-60	Closed	-$4K	–	411
2015 Q4	$4K	Buy	+60	New	+$4.09K	﹤0.01%	264

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Advisors's VLO Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Valero Energy (VLO) stake by 2.6% in Q1 2022, buying an estimated $1.04K and bringing the position to 465 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #255.

Lenox Wealth Advisors first reported a position in VLO in Q4 2015 and has held it in 13 quarters since. 1,173 funds tracked by Wall St. Rank hold VLO as of Q1 2022.

Lenox Wealth Advisors held 465 shares of Valero Energy worth $48K as of Q1 2022.
Lenox Wealth Advisors bought 12 Valero Energy shares in Q1 2022, an estimated $1.04K.
Valero Energy made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #255 holding.
Lenox Wealth Advisors first reported a position in Valero Energy in Q4 2015 and has held it in 13 quarters since.
1,173 funds tracked by Wall St. Rank held Valero Energy as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.