Lodestar Investment Counsel’s Valero Energy VLO Stock Holding History

Lodestar Investment Counsel’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 Q2	$752K	Buy	8,785 +400	+5%	+$33K	0.08%	104
2019 Q1	$711K	Hold	8,385	–	–	0.08%	111
2018 Q4	$629K	Hold	8,385	–	–	0.08%	110
2018 Q3	$954K	Sell	8,385 -14	-0.2%	-$1.59K	0.1%	95
2018 Q2	$931K	Sell	8,399 -206	-2%	-$23.1K	0.11%	96
2018 Q1	$798K	Buy	8,605 +490	+6%	+$45.7K	0.09%	101
2017 Q4	$746K	Hold	8,115	–	–	0.09%	103
2017 Q3	$624K	Sell	8,115 -400	-5%	-$27.5K	0.08%	109
2017 Q2	$574K	Hold	8,515	–	–	0.07%	108
2017 Q1	$564K	Buy	8,515 +200	+2%	+$13.4K	0.07%	109
2016 Q4	$568K	Hold	8,315	–	–	0.08%	108
2016 Q3	$441K	Buy	8,315 +1,600	+24%	+$85.3K	0.06%	121
2016 Q2	$342K	Sell	6,715 -600	-8%	-$34K	0.05%	133
2016 Q1	$469K	Buy	+7,315	New	+$465K	0.07%	113

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Lodestar Investment Counsel's VLO Position: Q2 2019 in Review

Lodestar Investment Counsel increased its Valero Energy (VLO) stake by 4.8% in Q2 2019, buying an estimated $33K and bringing the position to 8,785 shares worth $752K. The position accounts for 0.08% of the portfolio, ranked #104.

Lodestar Investment Counsel first reported a position in VLO in Q1 2016 and has held it in 14 quarters since. The position peaked at $954K in Q3 2018. 1,112 funds tracked by Wall St. Rank hold VLO as of Q2 2019.

Lodestar Investment Counsel held 8,785 shares of Valero Energy worth $752K as of Q2 2019.
Lodestar Investment Counsel bought 400 Valero Energy shares in Q2 2019, an estimated $33K.
Valero Energy made up 0.08% of Lodestar Investment Counsel's portfolio in Q2 2019, its #104 holding.
Lodestar Investment Counsel first reported a position in Valero Energy in Q1 2016 and has held it in 14 quarters since.
Lodestar Investment Counsel's Valero Energy position peaked at $954K in Q3 2018.
1,112 funds tracked by Wall St. Rank held Valero Energy as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.