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Liberty Wealth Management’s Valero Energy VLO Stock Holding History

Liberty 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
Q4 		– Sell
-548
Closed -$39K – 1068
2021
Q3 		$39K Hold
548
– – 0.01% 474
2021
Q2 		$43K Sell
548
-5
-0.9% -$387 0.02% 354
2021
Q1 		$31K Hold
553
– – 0.02% 385
2020
Q4 		$31K Sell
553
-235
-30% -$11.5K 0.02% 383
2020
Q3 		$34K Sell
788
-39
-5% -$2.04K 0.02% 306
2020
Q2 		$49K Sell
827
-375
-31% -$22.4K 0.03% 228
2020
Q1 		$55K Buy
1,202
+39
+3% +$2.83K 0.05% 204
2019
Q4 		$109K Buy
1,163
+409
+54% +$38.7K 0.09% 150
2019
Q3 		$64K Buy
754
+117
+18% +$9.46K 0.06% 197
2019
Q2 		$55K Buy
637
+423
+198% +$34.9K 0.05% 235
2019
Q1 		$18K Buy
214
+72
+51% +$5.95K 0.01% 362
2018
Q4 		$10K Buy
+142
New +$12.5K 0.01% 434

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Liberty Wealth Management's VLO Position: Q4 2021 in Review

Liberty Wealth Management sold out of Valero Energy (VLO) in Q4 2021, closing a stake of 548 shares — an estimated $39K sold.

Liberty Wealth Management first reported a position in VLO in Q4 2018 and held it in 12 quarters. The position peaked at $109K in Q4 2019. 1,063 funds tracked by Wall St. Rank hold VLO as of Q4 2021.

  • Liberty Wealth Management reported no remaining Valero Energy position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 548 Valero Energy shares in Q4 2021, an estimated $39K.
  • Liberty Wealth Management first reported a position in Valero Energy in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Valero Energy position peaked at $109K in Q4 2019.
  • 1,063 funds tracked by Wall St. Rank held Valero Energy as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.