Mark Sheptoff Financial Planning’s Valero Energy VLO Stock Holding History

Mark Sheptoff Financial Planning’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
2020 Q3	–	Sell	-2,536	Closed	-$149K	–	366
2020 Q2	$149K	Hold	2,536	–	–	0.1%	103
2020 Q1	$115K	Hold	2,536	–	–	0.09%	100
2019 Q4	$237K	Hold	2,536	–	–	0.15%	84
2019 Q3	$216K	Buy	2,536 +36	+1%	+$2.91K	0.15%	89
2019 Q2	$214K	Hold	2,500	–	–	0.15%	94
2019 Q1	$212K	Hold	2,500	–	–	0.15%	92
2018 Q4	$187K	Hold	2,500	–	–	0.16%	82
2018 Q3	$284K	Hold	2,500	–	–	0.19%	85
2018 Q2	$277K	Hold	2,500	–	–	0.2%	85
2018 Q1	$232K	Hold	2,500	–	–	0.16%	94
2017 Q4	$230K	Hold	2,500	–	–	0.15%	98
2017 Q3	$192K	Hold	2,500	–	–	0.13%	112
2017 Q2	$169K	Sell	2,500 -1	-0%	-$65	0.12%	114
2017 Q1	$166K	Buy	2,501 +1	+0%	+$67	0.12%	117
2016 Q4	$171K	Hold	2,500	–	–	0.13%	109
2016 Q3	$133K	Hold	2,500	–	–	0.1%	117
2016 Q2	$128K	Sell	2,500 -84	-3%	-$4.75K	0.1%	112
2016 Q1	$166K	Hold	2,584	–	–	0.14%	95
2015 Q4	$183K	Hold	2,584	–	–	0.15%	98
2015 Q3	$155K	Buy	2,584 +84	+3%	+$5.33K	0.14%	105
2015 Q2	$157K	Hold	2,500	–	–	0.13%	114
2015 Q1	$159K	Hold	2,500	–	–	0.13%	104
2014 Q4	$124K	Buy	2,500 +200	+9%	+$9.69K	0.11%	120
2014 Q3	$106K	Hold	2,300	–	–	0.09%	139
2014 Q2	$115K	Hold	2,300	–	–	0.1%	134
2014 Q1	$122K	Buy	+2,300	New	+$118K	0.11%	135

Other funds holding VLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mark Sheptoff Financial Planning's VLO Position: Q3 2020 in Review

Mark Sheptoff Financial Planning sold out of Valero Energy (VLO) in Q3 2020, closing a stake of 2,536 shares — an estimated $149K sold.

Mark Sheptoff Financial Planning first reported a position in VLO in Q1 2014 and held it in 26 quarters. The position peaked at $284K in Q3 2018. 901 funds tracked by Wall St. Rank hold VLO as of Q3 2020.

Mark Sheptoff Financial Planning reported no remaining Valero Energy position as of Q3 2020 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 2,536 Valero Energy shares in Q3 2020, an estimated $149K.
Mark Sheptoff Financial Planning first reported a position in Valero Energy in Q1 2014 and held it in 26 quarters.
Mark Sheptoff Financial Planning's Valero Energy position peaked at $284K in Q3 2018.
901 funds tracked by Wall St. Rank held Valero Energy as of Q3 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.