Lenox Wealth Management’s Valero Energy VLO Stock Holding History

Lenox 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
2020 Q2	$1K	Hold	18	–	–	﹤0.01%	712
2020 Q1	$0	Buy	+18	New	+$1.31K	﹤0.01%	774

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lenox Wealth Management's VLO Position: Q2 2020 in Review

Lenox Wealth Management held its Valero Energy (VLO) position steady in Q2 2020 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Lenox Wealth Management first reported a position in VLO in Q1 2020 and has held it in 2 quarters since. 999 funds tracked by Wall St. Rank hold VLO as of Q2 2020.

Lenox Wealth Management held 18 shares of Valero Energy worth $1K as of Q2 2020.
Lenox Wealth Management left its Valero Energy share count unchanged in Q2 2020.
Valero Energy made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #712 holding.
Lenox Wealth Management first reported a position in Valero Energy in Q1 2020 and has held it in 2 quarters since.
999 funds tracked by Wall St. Rank held Valero Energy as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.