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LifePlan Financial Group’s Valero Energy VLO Stock Holding History

LifePlan Financial Group’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
2019
Q4 		– Sell
-17
Closed -$1K – 576
2019
Q3 		$1K Hold
17
– – ﹤0.01% 536
2019
Q2 		$1K Hold
17
– – ﹤0.01% 533
2019
Q1 		$1K Hold
17
– – ﹤0.01% 538
2018
Q4 		$1K Hold
17
– – ﹤0.01% 531
2018
Q3 		$2K Hold
17
– – ﹤0.01% 508
2018
Q2 		$2K Hold
17
– – ﹤0.01% 491
2018
Q1 		$2K Buy
+17
New +$1.59K ﹤0.01% 479

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LifePlan Financial Group's VLO Position: Q4 2019 in Review

LifePlan Financial Group sold out of Valero Energy (VLO) in Q4 2019, closing a stake of 17 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in VLO in Q1 2018 and held it in 7 quarters. The position peaked at $2K in Q3 2018. 1,218 funds tracked by Wall St. Rank hold VLO as of Q4 2019.

  • LifePlan Financial Group reported no remaining Valero Energy position as of Q4 2019 after selling out during the quarter.
  • LifePlan Financial Group sold 17 Valero Energy shares in Q4 2019, an estimated $1K.
  • LifePlan Financial Group first reported a position in Valero Energy in Q1 2018 and held it in 7 quarters.
  • LifePlan Financial Group's Valero Energy position peaked at $2K in Q3 2018.
  • 1,218 funds tracked by Wall St. Rank held Valero Energy as of Q4 2019.

Based on LifePlan Financial Group's 13F filing for Q4 2019, filed 9 Jan 2020.