LWM
VLO icon

Lyons Wealth Management’s Valero Energy VLO Stock Holding History

Lyons 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
2016
Q3 		– Sell
-2,800
Closed -$5K – 70
2016
Q2 		$5K Buy
2,800
+500
+22% +$28.3K 0.01% 52
2016
Q1 		$5K Buy
2,300
+200
+10% +$12.7K 0.01% 54
2015
Q4 		$5K Sell
2,100
-400
-16% -$27.3K 0.01% 66
2015
Q3 		$6K Buy
+2,500
New +$159K 0.01% 59

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lyons Wealth Management's VLO Position: Q1 2017 in Review

Lyons Wealth Management sold out of Valero Energy (VLO) in Q1 2017, closing a stake of 14,514 shares — an estimated $995K sold.

Lyons Wealth Management first reported a position in VLO in Q1 2015 and held it in 8 quarters. The position peaked at $1.45M in Q1 2015. 935 funds tracked by Wall St. Rank hold VLO as of Q1 2017.

  • Lyons Wealth Management reported no remaining Valero Energy position as of Q1 2017 after selling out during the quarter.
  • Lyons Wealth Management sold 14,514 Valero Energy shares in Q1 2017, an estimated $995K.
  • Lyons Wealth Management first reported a position in Valero Energy in Q1 2015 and held it in 8 quarters.
  • Lyons Wealth Management's Valero Energy position peaked at $1.45M in Q1 2015.
  • 935 funds tracked by Wall St. Rank held Valero Energy as of Q1 2017.

Based on Lyons Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.