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Lourd Capital’s Valero Energy VLO Stock Holding History

Lourd Capital’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
Q1 		– Sell
-6,950
Closed -$521K – 285
2018
Q4 		$521K Buy
6,950
+77
+1% +$6.76K 0.04% 116
2018
Q3 		$782K Buy
+6,873
New +$781K 0.05% 81
2018
Q1 		– Sell
-6,769
Closed -$622K – 326
2017
Q4 		$622K Buy
+6,769
New +$558K 0.04% 129

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Lourd Capital's VLO Position: Q1 2019 in Review

Lourd Capital sold out of Valero Energy (VLO) in Q1 2019, closing a stake of 6,950 shares — an estimated $521K sold.

Lourd Capital first reported a position in VLO in Q4 2017 and held it in 3 quarters. The position peaked at $782K in Q3 2018. 1,101 funds tracked by Wall St. Rank hold VLO as of Q1 2019.

  • Lourd Capital reported no remaining Valero Energy position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 6,950 Valero Energy shares in Q1 2019, an estimated $521K.
  • Lourd Capital first reported a position in Valero Energy in Q4 2017 and held it in 3 quarters.
  • Lourd Capital's Valero Energy position peaked at $782K in Q3 2018.
  • 1,101 funds tracked by Wall St. Rank held Valero Energy as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.